LPL at a Glance
Client Assets Serviced and Custodied
LPL Across America
LPL has home offices in Austin, Boston, Fort Mill, and San Diego, and financial professionals located in all 50 states.
Banks and Credit Unions
Largest provider of third-party investment services to banks and credit unions2
These financial institution partners comprise:
Trailing 12-Month Gross Revnenue
Investing in What Matters
We invest hundreds of millions of dollars each year in key growth areas like Technology and Service, to ensure financial professionals thrive—now and in the future.
Our technology road map includes digitizing the advisor practice to drive efficiency and meet the growing demand for personalized advice at scale.
Service & Support
Nothing compares to the power of relationships. We’re focused on attracting the right talent to provide unmatched service and support.
Making a Difference
The LPL Financial Foundation was established in order to give back in the communities where our clients and employees live and work. We provide direct financial support to charitable organizations, offer matching gifts for LPL financial professional and employee contributions, and coordinate ongoing employee giving and volunteer activities.
This material was prepared by LPL Financial, LLC.
Securities and advisory services 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. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value
LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC.
BD-10639-1020 Tracking # 1-05068782 (Exp. 01/21)