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LPL Financial is one of the nation's leading financial services companies and a publicly traded company 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.
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Below is a list of helpful documents, updated accordingly, provided by the LPL Research Team:
LPL retirement advisors lead the way...
By working with an LPL advisor, you can help put your employees on the path toward achieving a secure retirement. Advisors who work with LPL are leading the way to retirement readiness for a generation of employees. Their success comes from your plan’s success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, LPL retirement advisors will help you set a clear direction toward retirement readiness.
About LPL Retirement partners...
LPL Retirement Partners is the retirement plan-focused division of LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996–2019). Through its integrated business platform and team of retirement industry experts, LPL Retirement Partners supports the operational and practice management needs of retirement plan advisors who offer retirement plan services to plan sponsors and their employees.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Do the following issues look familiar to your retirement plan committee?
Your need for competent, objective retirement plan guidance—from an advisor you can trust—has never been greater. That’s why your plan should work with an independent retirement plan representative supported by LPL Financial.