At LPL, we provide all the tools advisors need to offer you objective advice, including exceptional research and administrative support for tracking and monitoring account performance. 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. As a result, you can depend on your LPL advisor for objective financial advice.
Our advisors are able to offer their clients a broad array of financial products, including:
- Mutual funds
- Annuities and other tax-efficient investments
- Domestic and international securities
- Fee-based asset management programs
- Estate and financial planning
- Trust services*
- Group retirement plans
- Exchange-traded funds (ETFs) and exchange-traded notes (ETNs)†
From these and other investment options, your LPL advisor can construct individual investment portfolios by using our unbiased research on the economy and a range of other investment-related topics. Because we offer no proprietary investment products and have no investment banking operations, our research is free from conflicts of interest. As a result, our financial advisors are able to make informed recommendations based on objective research and your individual needs.
*LPL Financial representatives offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.
†INFORMATION REGARDING LEVERAGED AND INVERSE ETFs, ETNs, AND MUTUAL FUNDS (collectively referred to as "Products") — Similar to any investment, these types of products have risks. These include the general risks associated with investing in securities, potential tracking errors, and the possibility that particular indexes may lag other market segments or active managers. Leveraged ETFs, ETNs, and mutual funds are different from and can be riskier than traditional ETFs, ETNs, and mutual funds. Compounding of the returns, in particular for leveraged products, can produce a significant divergence from the underlying index over time, especially in volatile markets; therefore, these products should be actively monitored, as frequently as daily, and may not be appropriate as an intermediate or long-term holding. Additionally, these products may not be diversified and may be based on commodities or currencies. These products may have higher expense ratios and be less tax efficient than more traditional ETFs, ETNs, and mutual funds.