LPL Financial is a US financial services companies and largest independent broker/dealer(1). Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 11,675 financial advisors, 790 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $289 billion in assets under management as of May 31, 2008.
LPL Financial and its nearly 3,000 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies. In 2008, LPL Financial celebrates its fortieth year of helping financial advisors deliver quality investment advice.
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