About LPL Financial

Effective wealth management is enhanced by the right partner. Just as my clients benefit from my experience, knowledge, and guidance, I benefit from the insights and oversight of LPL Financial, my broker dealer.

Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone—and advisors, like me, are best able to serve clients when they have access to innovative tools and solutions.

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. LPL doesn’t offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL aren’t pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help address their clients’ needs. For more information about LPL Financial, visit www.lpl.com.