Broker Check

LPL Financial Advantages

LPL Financial has several advantages in addition to being the Largest Independent Broker/Dealer, as reported by Financial Planning magazine, June 1996-2020, based on total revenue. Please read about some of the advantages LPL Financial can provide to our clients including alternative investments, insurance, annuities, research, etc.

LPL Financial Research

LPL Financial Research publishes a variety of communications varying from weekly market updates to quarterly commentaries and our annual outlook.

Mutual Funds and Exchange Traded Products


Our life insurance agency, LPL Insurance Associates, Inc., offers a full suite of life insurance solutions

529 College Plan

First the grim news: The cost of a college education has continued to increase at rates well above the general inflation rate in recent years. Now the good news: Your options for setting aside college money in tax-efficient investment accounts have increased as well.

Fixed and Variable Annuities

Alternative Investments

Model Wealth Portfolios

At LPL Financial, our independence places the Research team in a unique position to access a broad universe of investment products. We work side-by-side with your advisor and we have no business conflicts that prompt us to recommend (or reject) any investment product.

401(k) Decisions — You Can Take It with You

If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more.

Estate Planning

Even among your most affluent clients it’s not unusual to find clients who assume that having estate planning documents in place covers their estate planning needs. But there’s far more to estate planning than drawing up will and trust documents with an attorney.