We’re proud to work with LPL Financial, the #1 Independent Broker/Dealer in the United States. That said, you may be wondering how LPL Financial’s size and expertise benefit you as an investor choosing to work with us. On this page, we’ll answer all your questions.
What Is LPL Financial?
LPL Financial is an RIA custodian, which means they maintain the assets of registered investment advisors (RIAs). LPL Financial has been around for more than 30 years, and over that time, they’ve managed to accrue tremendous success. They currently serve:
- 450 independent RIA firms
- 800 institution-based investment programs
- 18,000 financial professionals
What LPL Financial Offers
LPL Financial is a tremendous resource for us because they allow us to provide many different kinds of investment solutions. Even better, they’re committed to independence. Investors need very different things, dependent on both their current situation and their financial goals.
LPL Financial respects that fact, which is likely one of the major reasons it has managed to grow over the years. Along with helping us provide investment solutions, it also helps us by providing back-office support, market research, and more.
For more information on how our affiliation with America Group and LPL Financial helps you, make sure to check out our America Group page.
We Provide Expert Financial Advice
Are you ready to work with a financial advisor? Do you have any questions you’d like to ask before getting started? No matter where you are on your financial journey, we’re ready to speak with you. Please don’t hesitate to contact us today.