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About LPL Financial
LPL Financial is a well-established and innovative financial services company with a rich history spanning over 30 years. It was born from the entrepreneurial vision of two pioneering firms, Linsco and Private Ledger, who recognized the changing landscape of the financial services industry.
Founded on the principles of supporting the best interests of advisors and their clients, LPL has grown into a Fortune 500 company. While it started with a focus on providing a wide range of mutual funds and securities to advisors, it has since expanded its services beyond investment management. LPL's evolution encompasses advancements in technology, operations, risk management, and business consulting, demonstrating its commitment to staying at the forefront of the industry.
LPL Financial's core mission remains to help individuals pursue their financial goals and aspirations. They emphasize the importance of having the right financial professional by your side to create a unique plan that forms the foundation for your future. LPL is the trusted partner behind many great financial professionals dedicated to helping clients on their path to financial success.
Pricing options
Regulatory filings
Areas of specialty
- Asset Allocation
More about LPL Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 6413 | 25961 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than LPL Financial.