277 East 3rd Avenue
By working with an LPL advisor, you can help put your employees on the path toward achieving a secure retirement. Advisors who work with LPL are leading the way to retirement readiness for a generation of employees. Their success comes from your plan’s success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, LPL retirement advisors will help you set a clear direction toward retirement readiness.1
1. All data as of 3/2016.? 2. Must work with at least 5 qualified retirement plans and have at least $5 million in plan assets. 3. PLANADVISER 2015 Top 100 Retirement Plan Advisers list. Advisors selected solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. 4. 2015 Financial Times Top 401 Retirement Plan Advisors: financial advisors managing at least $25 million in defined contribution (DC) plan assets and for whom DC plans represent at least 20% of total AUM. Selected based on eight broad factors, including DC plan AUM, DC specialization, growth in DC plan assets and number of plans, average participation rate in advised plans, years of experience, industry certifications and compliance record.
LPL Retirement Partners is the retirement plan-focused division of LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker/dealer(based on total revenues, Financial Planning magazine, June 1996–2016). Through its integrated business platform and team of retirement industry experts, LPL Retirement Partners supports the operational and practice management needs of retirement plan advisors who offer retirement plan services to plan sponsors and their employees.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: - Enabling technology - Comprehensive clearing and compliance services - Practice management programs and training - Independent research LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities. (Note to Advisor: The mission statement is OPTIONAL) Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.