About LPL Financial
Serving as PMG Wealth Management’s “back office”, LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. Over 12,000 advisors nationwide partner with LPL Financial to support their “back office” needs.
For more than four decades, the firm has served as a partner, supporting financial advisors in their goals of protecting and growing 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 – helping their clients meet their goals.
With headquarters on both coasts, LPL Financial supports an advisor’s independent practice by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing (printing of statements, custody of assets, trading, etc.)
- Compliance services including regulatory reviews
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security.
*As reported in Financial Planning magazine 1996-2010, based on total revenues.
More than 2,200 employees at LPL Financial’s home offices in Boston, San Diego and Charlotte assist our advisors with back-office functions including trade processing, compliance and legal support, marketing assistance and more.
|LPL Financial San Diego
9785 Towne Centre Drive
San Diego, CA 92121
|LPL Financial Boston
1 Beacon Street,
Boston, MA 02108-3106
|LPL Financial Charlotte
2810 Coliseum Centre Drive,
Charlotte, NC 28217-1468