Our Mission & Values

At LPL Financial, our mission is to ensure the success of our clients every step of the way.

Our Values

Our Values

Our values define who we are as a company, and guide: 

  • How we operate our business
  • How we lead
  • How we interact with each other and our clients
  • How we drive towards our vision
Pursue Greatness

Pursue Greatness

  • We are ambitious in our goals and fearless in their pursuit.
  • We inspire top talent to achieve their greatest potential.
  • We hold ourselves to a high standard for delivering extraordinary results and never settle for less.
  • We take smart risks to challenge the status quo.
Do the Right Thing

Do the Right Thing

  • We operate with the utmost integrity.
  • We deliver premium value while maintaining financial discipline.
  • We assume the best intentions and treat each other with respect.
  • We believe everyone has the right to speak up.
Drive our Clients’ Success

Drive our Clients’ Success

  • We create the conditions for our clients to succeed on their terms.
  • We own our clients’ challenges and are relentless in finding solutions.
  • We bring unparalleled expertise that enables our clients to be great in their business.
Win Together

Win Together

  • We put the needs of the team above our own.
  • We are dynamic and innovative collaborators with endless curiosity to learn from each other.
  • We welcome diverse perspectives and create inclusive opportunities for everyone to succeed.
  • We are stewards of our industry and advocates of our communities.
Create and Share Joy

Create and Share Joy

  • We value optimism and celebrate successes.
  • We nurture an environment where everyone feels they belong.
  • We elevate our communities and each other through acts of kindness and gratitude.

Explore our Organization

Whether you’re an investor, financial professional, or potential LPL employee, you can learn more about what LPL has to offer.

LPL IN THE NEWS

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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.