About LPL Financial
Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone – and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Remaining strong in this conviction, in 2010, LPL formed a political action committee to lobby Washington on behalf of advisors and their clients, to help keep the right to objective advice as a constant in our industry. And, in November 2010, the parent company of LPL, LPL Financial Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA
As LPL continues to grow and look to the future, they regularly update their service offerings, including new platforms and options to ensure advisors, banks, and credit unions have the right tools to meet our clients’ needs. Their continued investment in technology and ability to create efficiencies has helped them become a leader in the industry and a trusted supporter for Cappuccino Financial.
Today, LPL provides comprehensive support and a broad range of innovative business solutions to a network of more than 16,000 financial advisors. They’ve built a reputation for customized service and personal attention. LPL’s research and conferences, which provide advisors with educational and training opportunities, are renowned throughout the financial industry. As LPL grows and evolve, they remain committed to the philosophy of objective guidance that has propelled their success and will continue to share our future.