LPL Success Stories

LPL Financial advisor Olivia Countiss, Countiss Wealth Management

Olivia Countiss

CEPA, AAMS

Financial Advisor and Co-Founder of Countiss Wealth Management

LPL Financial advisor Tom Minami, MG Partners Private Wealth

Tom Minami

CFP®, CFA

Financial Advisor and Co-Founder of MG Partners Private Wealth

LPL Financial advisor Laura Evans, Bloom Wealth Strategies

Laura Evans

CFP®, CLU, ChFC, AAMS

Financial Advisor and Founder of Bloom Wealth Strategies

Gain Freedom

How LPL Supports Financial Advisors and Institutions

As you continue to stay agile and innovative for your clients, we’re right there with you supporting your needs and founding new frontiers in the industry together.

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With LPL’s Network of Support, You Can:

  • Expand the depth of your advice with a world-class wealth management platform, seasoned consultants, and array of advisor tools
  • Build your perfect business with our organic and inorganic growth professionals
  • Tailor your technology stack to your needs with our open-architecture, integrated platform
  • Enrich the investor experience with innovative solutions and resources
  • Experience a better way of doing business, starting with your customized transition experience

LPL Research Presents Outlook 2025

Featuring investing analysis and insights, LPL Research’s signature publication is designed to help you be positioned for success. Get perspective on a wide range of topics — including stocks, bonds, and more.

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Take the Next Step

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation.

 


Disclosures

1. 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
2. Data as of November 2024
3. Data as of November 2024
4. Data as of April 2023

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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