Why Choose LPL Financial?

For more than 20 years, the LPL Financial Commitment Creed has been central to our culture and reflects our firm’s singular focus on serving the customer. Our 2,900 employees in Boston, Charlotte, and San Diego come to work every day focused on living this commitment.

Though LPL Financial was originally established to serve the independent advisor, today we serve three customer groups:

  • Independent Advisor Services supports more than 13,300 independent and registered investment advisors.
  • Institution Services supports financial advisors at approximately 700 regional and community banks and credit unions.
  • Custom Clearing Services supports approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.

We tailor our programs and services to the diverse needs of our customers, enabling them to remain focused on understanding and meeting their clients’ needs.

* As reported in Financial Planning magazine 1996-2012, based on total revenues