About Us

Formed in 1989 through the merger of two brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), LPL Financial is now the nation's largest independent broker/dealer*. LPL Financial empowers its customers with high-touch service, technology-enabled business processing support, unbiased research, training, and investment products and advisory platforms. As a result of this enabling partnership, financial advisors can focus on what they do best - providing investment advice to help their clients achieve important life and financial goals.

Key Information:

• Largest independent broker/dealer in the country (*based on total revenues, as reported in Financial Planning magazine, June 1996 - 2010)
• Headquartered in Boston, San Diego and Charlotte
• 13,000 affiliated financial advisors nationwide

Securities and Financial Planning Services Offered Through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC