LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $680+ billion in brokerage and advisory assets as of September 30, 2018.
LPL Financial understands that providing clients with objective investment advice is critical to their financial security. LPL offers its advisors:
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients turn their financial aspirations into reality. LPL provides it advisors with:
With offices in Boston, Fort Mill, and San Diego, LPL Financial and its more than 4,000 employees, support their more than 16,000 independent financial advisors and 700 financial institutions.
* Cogent Reports conducted an online survey that explored 10 key drivers of customer loyalty such as quality of investment advice; financial stability; satisfaction of fees and expenses; retirement planning services; quality and clarity of statements; range of investment products and services; and easy to do business with.