In today's financial landscape, success requires more than just hard work. You need a partner who is dedicated to helping you achieve your business goals. At LPL Financial, we offer all of the customers we serve the tools, resources and support they need to succeed. We are in the business of managing the complexity of financial services practices for individuals and institutions. Whether you are a trusted financial professional, a program manager of a bank or credit union, or an organization that can benefit from our comprehensive clearing services, LPL Financial is 100% committed to your success in providing investment services to your clients.
We are passionate about offering our partners innovative solutions for building and growing their businesses. Our employees are available every day to help you reach your objectives through high–touch services, technology–enabled back–office support, unbiased research, industry expertise, training, and best–in–class investment solutions. Through access to our extensive resources, we seek to reduce the complexities of day–to–day business management. We work extensively with industry leaders to bring investment solutions to your business.
Our sharp and consistent focus on our customers' needs has established LPL Financial as one of the nation's leading diversified financial services companies. By attracting and retaining top–performing independent financial advisors, we have become the number one independent broker/dealer in the country.* In addition, we are the industry leader in providing investment services to banks and credit unions through our Institution Services division and we continue to experience growth in Custom Clearing Services by maintaining a consistent focus on innovation and client service.
As we look to the future, I believe that the financial professionals and organizations who are best positioned to create one–on–one relationships with investors will continue to grow and thrive. Our mission is to help financial professionals continue to do what they do best–provide sound guidance and advice to their clients.
Sincerely,
Mark Casady
Chairman and CEO
* As reported in Financial Planning magazine 1996–2007 based on total revenues.
