LPL Financial offers retirement Investment advice and disclosures on our advisory services, brokerage services, advisory programs and more.

LPL Financial was recognized for its Diversity, Equity and Inclusion efforts and its innovative ClientWorks Meeting Manager solution.

“LPL Financial is a high quality, Fortune 500 firm that I know we can count on …and will help me provide more consistent experiences for my clients.” - Shane Cloninger

“By applying an ESG lens to all of our business priorities, we are able to demonstrate our commitment to operating responsibility to drive a sustainable business.” – Heather Randolph Carter

“With LPL’s technology platform, the tools we use to serve clients—from reporting to trading—work together under a single sign-on. It will be so much easier to manage the day-to-day support of clients, and they will have a transformed experience as well.” – Monte Peterson

Learn how LPL Financial is driving innovation to reduce the complexity, time, and workload – while increasing overall satisfaction – for financial advisors transitioning their practice.

Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that Strong Gaddy Lee Wealth Management has joined LPL’s broker/dealer platform and aligned with Integ...

“This legislation …is very timely, given the impact that the pandemic has had on many Americans’ retirement savings.” – Dan Arnold

“We are committed to enriching communities by supporting the economic developments that best serve them.” – Tim Carter, LPL Foundation President