More 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

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide objective advice and investment recommendations.

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.

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* As reported in Financial Planning magazine 1996-2018, based on total revenues.

As an independent advisor, Jerry Hansen has affiliated with LPL Financial to provide his clients with access to a wide range of investment choices, financial planning tools, and tactical asset allocation research.  Founded in 1968, the firm has grown to become the leading independent brokerage firm in the United States (based on revenue)*. More than 2,600 LPL Financial employees in Boston, San Diego, and Charlotte headquarters assist advisors who work with LPL Financial.

LPL Financial Key Facts:

#1 independent broker/dealer in the country*

Supporting over 12,500 financial advisors

Over 7,000 branches

$330 billion in brokerage and advisory assets**

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

**As of 3/31/10