LPL Financial

With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.

At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. That’s why we provide our financial advisors with the tools they need to help you meet your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow your advisor to devote his or her full attention to your needs and objectives.

With over $268 billion* in assets under management, LPL is the #1 independent broker dealer in the United States**. LPL offers no proprietary products and does not engage in any investment banking activities such as a bond underwriting or bringing an IPO to the market. This provides us absolutely no conflict of interest when choosing investment solutions for our clients. LPL staffs over 2400 employees with corporate offices in San Diego, Boston, and Charlotte.

Visit LPL’s website.

*As reported by Financial Planning magazine, June 1996-2009, based on total revenue.

**As of September 30, 2009