About Us

Who are we?

LPL Financial : Research and Solutions

At LPL Financial, we provide investment recommendations that integrate a broad scope of investment strategies, including stocks, bonds, annuities, and mutual funds. Because we offer no proprietary investment products and have no investment banking operations, our recommendations are free from any potential conflicts of interest. As a result, you get access to high-quality investment strategies.

Depending on your personal goals, your LPL Financial advisor may recommend a combination of nonproprietary:

  • Mutual funds
  • Annuities and other tax-efficient investments
  • Domestic and international securities
  • Insurance
  • Fee-based asset management programs
  • Estate and financial planning
  • Trust services

Your LPL Financial advisor can construct individual investment portfolios by using our research on the economy and a wide variety of investment-related topics. Our research department uses state-of-the-art technology-based tools and in-depth personal interviews to monitor mutual funds and other securities. Your LPL Financial advisor also has access to model portfolios based on different financial objectives that provide you with well-defined investment parameters.

*Based on total revenues, as reported in Financial Planning magazine, June 1996 - 2009

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