Objective Guidance

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.

The Benefits of Objective Guidance

Our advisors are able to offer their clients access to a broad array of financial products, including:

  • Mutual funds
  • Annuities and other tax-efficient investments
  • Domestic and international securities
  • Insurance
  • 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 research on the economy and a range of other investment-related topics. We offer no proprietary investment products and have no investment banking operations. 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. There is no assurance that an individual investment portfolio will yield positive outcomes. The purchase of certain securities will be required. Investing involves risks including possible loss of principal.