Gain Professional Support. Focus on Your Financial Future.

LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds.

Gain Professional Support. Focus On Your Financial Future.

LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds.

LPL Success Stories

Image of Denika Tokunaga

Denika Tokunaga

MBA, CFP®, CRPC®

President and Wealth Manager at Maven Wealth Management

Image of Megan Stirrat

Megan M. Stirrat

CFP®, CDFA®, SE-AWMA®

Revel Private Wealth

Image of Ken Royster

Ken Royster

CLU®, ChFC®, RICP®

President, CEO & Wealth Consultant at First Genesis of Virginia

Our dedication to advisors, enterprises, and investors:
logo logo

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with LPL to ensure they can put your best interests first, while benefitting from LPL’s continual investment in investor-facing technology. 

woman smiling

Ready to 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.

 

As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
2  Cerulli Associates, 2022 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 
2022 Fortune 500

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.

Tracking 492271