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.