Office

5 Valley Square, Ste 110

Blue Bell, PA 19422

LPL BUY THE NUMBERS

We like numbers, but our real value is all about supporting you. From the ways you can
partner with us, to running your perfect practice. At LPL, you’re more than just a number.

LEADERSHIP, SIZE & STRENGTH

$1T

Brokerage and advisory client assets, serviced or custodied

18K+

Financial professionals serviced

800+

Financial institution partners

FORTUNE

500

Financial institution partners

#1 INDEPENDENT
BROKER/DEALER

In the United States2

#1 PROVIDER OF

3rd-party investment
services to banks and credit unions3

#3 RIA CUSTODIAN

In the United States4

LPL ACROSS AMERICA

LPL has home offices in Austin, Boston, Fort Mill, San Diego, and financial professionals located in all 50 states

SERVICE, TECHNOLOGY & PROTECTION

$160M

LPL Invested $160M in technology in 2020—we invest more in technology each year to deliver enhanced capabilities, new services, and better support for our advisors

TECHNOLOGY PORTFOLIO SPEND

Yearly Spend Projected Spend

$40M

DEDICATED ANNUAL BUDGET

We invest in cybersecurity and data privacy to keep you and your clients protected from cyberattacks


  • 800

  • Risk & compliance experts provide you
    guidance and oversight

  • 100

  • Cybersecurity experts to keep you
    and your clients protected

ZERO

PROPRIETARY PRODUCTS

Access to hundreds of different advisory models and investment products so financial professionals can make recommendations based on objective research and your clients' unique goals

Data as of May 31, 2021

  1. Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.
  2. As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
  3. 2020/2021 Kehrer Bielan TPM Survey. Based on financial institution market share.
  4. Cerulli Associates, 2019 U.S. RIA Marketplace Report

LPL BUY THE NUMBERS

Service You can count on

90
%
OF

Service calls are resolved with first contact

9.5
OF
10

Overall call satisfaction score

YOU
CHOOSE

How to interact with us: call us, request a call back, or use our help features

SUPPORTING YOUR EXTRAORDINARY BUSINESS

  • ADMIN SOLUTIONS


    Reduce daily tasks with experienced and trained administrative help

  • MARKETING SOLUTIONS


    Digital marketing to connect with clients and generate new prospects

  • CFO SOLUTIONS


    Optimize the growth, scale, and profitability of your business

SUPPORTING YOUR EXTRAORDINARY BUSINESS

  • $1.7M

  • In charitable donations in 2020: The LPL Financial Foundation provides direct financial support to charitable organizations, offers matching gifts for LPL financial professional and employee contributions, and coordinates ongoing employee giving and volunteer activities

Join the Movement

LPL puts advisors at the center of everything we do. To learn more about our partnership options and how LPL can serve you and your practice, visit:
www.LPL.comwww.JoinLPL.com

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.

If your financial professional is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are: