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Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

About LPL

financial services are what LPL financial does best

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best: help their clients attain their financial goals and fulfill their dreams.

As the nation’s leading independent broker-dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions. We also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Financial Services That Fit Your Needs

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

We believe advisors backed by LPL have a greater understanding of the economy and markets, more time to evaluate financial strategies, and greater access to comprehensive information. We achieve success by helping our customers succeed.  We believe in empowerment through guidance and collaboration.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine June 1996-2017, based on total revenues.

Additional Information

LPL is committed to remaining a trusted resource for our advisors and their clients.