With headquarters on both coasts, LPL Financial supports wealth 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
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL wealth advisors can provide objective, independent advice and investment recommendations.
The firm’s mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
Thousands of wealth 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.
For more information about LPL Financial, visit www.lpl.com
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, FL, HI, IL, MA, MO, NV, NY, OR, TX, UT, VA, WA .
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Central Pacific Bank and Central Pacific Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Pacific Investment Services, and may also be employees of Central Pacific Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Pacific Bank or Central Pacific Investment Services. Securities and insurance offered through LPL or its affiliates are: | Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value|