About LPL Financial
Since 1996,* LPL Financial has been the country's largest independent broker/dealer firm *. Their strength lets them provide us with a wide range of investment platforms to match our clients' needs, a vast array of research by a thirty person group, and technology that allows us and our clients to see their accounts on-line 24/7 anywhere in the world. Their staff of 2,000 works in three locations in Boston, San Diego and Charlotte.
What separates out LPL Financial from many other broker/dealer firms is that it has no proprietary insurance or investment products to distract us from giving objective advice to people considering new investments or insurance choices tailored to their needs. And the 5,400 Registered Offices associated with LPL Financial throughout the country are not branches of LPL Financial but independent businesses like Altus Investment Group, owned by local professionals who decide themselves who to help, what services to offer and how much time to spend with each client.
* Based on revenues reported in July issues of Financial Planning Magazine, July 1996-2008