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Linsco/Private Ledger |
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Your Experience |
Your Financial Independence |
Your Total Wealth Management |
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If you're like
most people, you're working toward financial independence
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... or you've already achieved
it and want to safeguard your wealth so you
remain independent for the rest of your life.
That's why you're interested in developing a
relationship with a financial advisor in the
first place.
Shouldn't
you work with someone who values independence,
too?
By offering securities through Linsco/Private
Ledger (member NASD/SIPC), we're independent
wealth consultants, unbiased about financial
products. In other words, we're free to make
recommendations based on what we believe will
do the best to achieve your individual financial
objectives. We don't make our recommendations
based on what a parent company thinks "everyone"
should have in their portfolios.
- You get top-tier financial products and
advice. We have access to a universe of
investment tools, research, and money managers
that most financial advisors never even know
about, much less recommend to you.
- You can count on us. Our name may
not be as well-known as companies with big-budget
advertising, but so what if we don't spend
our money on TV commercials? We focus on what's
most important: giving you five-star service,
ensuring your money is handled with our undivided
attention and expertise.
- Your money is safe. To give the maximum
protection available, your LPL brokerage account
is protected up to $100 million. (For information
on excess SIPC insurance, please
read our FAQ.)
Linsco/Private Ledger (LPL) is
a national, independent investment firm. As
the leading independent broker/dealer, LPL continues
to set the standard for the industry. LPL has
grown steadily in financial strength since 1989
and today has the highest annual revenues and
excess net capital of any independent broker/dealer
in the country. LPL was formed in 1989 through
the merger of two small but successful brokerage
firms: Linsco (established 1968) and Private
Ledger (founded 1973).
Based on the firm's revenues, LPL has been named
the nation's number-one independent brokerage
firm for ten consecutive years by Financial
Planning magazine (1996-2005). Since its
inception, LPL has stood at the forefront of
this changing industry as the most truly independent
firm in the industry with over 6,500 financial
advisors nationwide. Independence at LPL translates
to more freedom of product choice, more service,
more regulatory expertise, and more technological
capabilities.
With more than 1,000 LPL employees in Boston
and at their seven-acre campus in San Diego,
LPL can assist individual wealth consultants
at Fi-Plan Partners, LLC with everything from
product knowledge to customer service.
Visit
LPL now.
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The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states:
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Securities offered through LPL Financial. Member FINRA/SIPC
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