Broker Check

About LPL Financial


LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Through LPL Financial, we have partnered with various companies to provide more products and services to our clients. Please visit the below links for prospectuses and appropriate disclosures for each selected partner.

Ivy Investments

American Funds

MI 529

Nationwide Mutual Insurance Co.

Jackson Life Insurance Co.