Unparalleled Support for Your Financial Future
When you work with an advisor supported by LPL Financial, you gain access to the powerful tools, cutting-edge technology, and expert support designed to deliver personalized strategies that align with what matters most to you.
LPL at a Glance
$1.8 Trillion+
In brokerage and advisory assets serviced or custodied¹
29,000+
LPL advisors¹
Fortune 500
Company strength working for your advisor and you⁴
98% Advisor Retention
Advisor retention rate, advisors value the autonomy flexibility, and support LPL provides
7 Million+
Client accounts served by LPL advisors and institutions¹
1,200+
Financial institutions² that partner with LPL¹
100% Protection
Cyber Fraud Guarantee fully protects your assets³
0 Proprietary Products
Your advisor is never pressured to sell internal products.
A Foundation You Can Rely On
With no proprietary product agenda and a steadfast commitment to innovation and integrity, LPL Financial empowers your advisor to focus entirely on your unique needs. Whether you’re planning for retirement, managing complex wealth, or building a legacy, you’ll have the confidence of a powerful institution behind every step.
Frenquently Asked Questions
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Frenquently Asked Questions *
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I advise individual, families, business owners and Senior Professionals with at least $500,000 in retirement and non-retirement accounts combined in all aspects of Wealth Management including
Retirement & Estate Planning
Investment Portfolio Management
Insurance Review
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That’s simple. My goal is to develop deep, long lasting relationships with my clients, getting to know them on a personal level. I take a vested interest in their financial success throughout the different stages of their lives
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Please feel free to either email or call me to ascertain how I may be of assistance
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Yes. I receive a fee for the market value of the assets I manage on behalf of my clients.