LPL Financial is the nation’s number one independent broker-dealer and top RIA custodian.1 LPL was founded with a revolutionary vision: help financial professionals build competitive businesses while they serve their clients best interests. More than 30 years later, that remains true of LPL today. Building on that foundation, LPL offers comprehensive support for financial professionals across the industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL.
LPL Financial supports our practice with the following services and resources:
1 Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020).
2 Data as of May 31, 2021. 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.
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Securities and advisory services are 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. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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