Our Partner

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 16,000 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 1996-2018, 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
4707 Executive Drive Way
San Diego, CA 92121
LPL Financial Boston
75 State Street, 22nd Floor
Boston, MA 02109
LPL Financial Fort Mill
1055 LPL Way
Fort Mill, SC  29715