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About LPL Financial

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About LPL Financial: 

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. 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 attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: 

- Enabling technology

- Comprehensive clearing and compliance services

- Practice management programs and training

- Independent research 


The firm's mission is clear:

We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best – create the personal, long-term relationships that are the foundation for turning life's aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. 

* As reported in Financial Planning Magazine 2017, based on total revenues. 

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LPL Client Portal

Access your account, securely and at any time, with the LPL Client Portal. (Note: The LPL Client Portal currently supports only Internet Explorer and Firefox.) 


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