Our Strategic Partner
We have an important strategic partnership with LPL Financial (LPL). LPL acts as our broker/dealer and custodian of client accounts. LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. LPL has 3,000+ employees in Boston, Charlotte, and San Diego and provides services to over 17,500 financial advisors making them the nation’s largest independent broker/dealer.