LPL Financial

Our institutional partner is LPL Financial. They are the custodian of all client funds and provide reporting and record-keeping for all client accounts. LPL has no proprietary products to sell, which means that we are able to provide truly unbiased, conflict-free advice and investment recommendations. Nor is LPL involved in any other financial or banking operations which could in any way jeopardize their core business. In today's world, a third-party custodian is vital to ensure proper security of your money. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*

Additional benefits to having LPL Financial as our institutional partner are the many support services they offer, helping us focus on what we do best, which is taking care of you and your family. Their robust mix of services and tools include:

  • Comprehensive clearing and compliance services
  • Independent research
  • Practice management programs and training
  • Enabling technology
*As reported in Financial Planning Magazine 1996-2011, based on total revenues.


The Role of LPL Financial:

Global Planning LPL Financial Partnership

  • Personal Financial Advocate
  • Retirement Specialists
  • Financial Planning
  • Investment Advice
  • Wealth Management
  • Institutional Partner
  • Custodian for Investment Accounts
  • Unbiased Market Research
  • Comprehensive clearing and compliance services
  • Statements and Reporting

For more information about LPL Financial, visit www.lpl.com.

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With a business foundation based on trust, honesty, dedication and independence, LPL has again been named the number one independent broker-dealer in the U.S. for the fourteen years.