About Us

Who are we?

About LPL Financial

LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). By merging these two companies, the founders of LPL Financial sought to create a formidable alternative to Wall Street firms, one where financial advisors could build highly competitive businesses while always doing what was right for their clients. Today, LPL Financial is the largest independent broker/dealer in the country.*

In 2005, LPL Financial sold a 60% ownership stake to two private equity partners, Hellman & Fried- man LLC and Texas Pacific Group. LPL Financial and its equity partners are strongly committed to maintaining the independence of the firm, with a shared vision of our future success.

LPL FINANCIAL, FOCUSED ON YOUR GOALS

LPL Financial understands the important role a financial advisor can play in managing a client's total financial life. That's why LPL Financial provides its financial advisors with the tools they need to help you meet your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allows your advisor to devote his or her full attention to your needs and objectives.

EXPECT GREAT SERVICE

Whether you're just starting out or preparing for retirement, you can anticipate:

  • Your needs come first - Your LPL Financial advisor will engage with you in an ongoing conversation about your needs, goals, and objectives, to create the financial plan that's right for you.
  • Objective guidance and advice - With access to leading independent research, your LPL Financial advisor can help you make informed, objective decisions.
  • Investment choice and flexibility - LPL Financial does not offer any proprietary products so your advisor can help you choose unbiased investment strategies from many of the nation's leading investment managers.
  • Convenient account access - You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of all account activity and performance.

Whatever your goals for the future may be, when you work with a financial advisor backed by the resources of LPL Financial, your needs always come first.


*Based on total revenues, as reported in Financial Planning magazine, June 1996 - 2009


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