“We chose to move to LPL to cement a relationship and to be more efficient and flexible in how we run our practice. We believe LPL’s size, scale and commitment to innovation will provides our clients access to enhanced technology, simplified statements and enhanced service experiences.”

“Our clients are our No. 1 priority. After learning about all the additional resources from LPL—everything from trading capabilities to client management software to additional tax-based financial planning tools.”

“What sealed the deal was the fact that they had confidence in me. Once I started the transition it was clear they wanted me on the LPL team and they still value me as part of the LPL family.”

“As a sole practitioner, having the breadth and strength of all of LPL’s resources means everything to me… I needed to be able to build the business the way I wanted to, without having the organization tell me what types of products I needed to use for my clients.”