LPL Financial Research
Guided by three tenets—performance, service, and transparency—this team of researchers and Chartered Financial Analysts, continues to set the standard for independent investment research. The team employs time-tested, rigorous analytical methods strengthened by an environment that fosters intellectual curiosity, thought leadership and integrity.
* All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The Private Trust Company
With origins that began in the world of Family Office, this wholly owned subsidiary and nationally chartered trust bank is deeply connected to the unique needs of high-net-worth clients. Comprised of experienced, knowledgeable and professional administrators with backgrounds in law, accounting, banking and tax matters, The Private Trust Company is dedicated to the administration of trusts and other family wealth arrangements such as family offices, businesses and foundations.
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Advisory & Brokerage Consulting
This team exists with the sole purpose of crafting personalized portfolio strategies using prudent investment platforms and products. As the tides of the economy ebb and flow, this team is consistently proactive and forward-thinking.
Financial Planning Group
Comprised of a team of CERTIFIED FINANCIAL PLANNER™ practitioners, this field-experienced team is instrumental in crafting broad-ranging strategies including advanced financial and estate planning, executive compensation, education and philanthropy.
With the deep understanding that fixed income investments (bonds) play a major role in the lives of wealthy clients, this unit specializes in the construction of portfolios with elements such as corporate and municipal bonds, foreign denominated debt, structured products and certificates of deposit (CDs). Whether the overall objective is tax-free income or capital preservation, we have the expertise to craft suitable fixed income strategies.
LPL Retirement Partners
With advanced experience and knowledge in retirement plan design and implementation, this division of LPL Financial provides a turnkey solution to business owners looking to establish or modify an existing plan. Retirement Partners can be accessed during any stage of the retirement plan design process.
Many successful executives are the recipients of rewards that are regulated by securities law. This specialized unit is experienced with crafting personalized execution and exercise strategies that marry regulatory compliance with personal financial objectives.
LPL Insurance Associates
As a general insurance agency and wholly owned subsidiary, we provide affluent families and business owners with independent strategies coupled with a broad range of products provided by the highest-rated insurance carriers in the nation. Our concierge platform is designed to serve large client or impaired risk needs through personalized collaboration with underwriters of suitable insurance carriers.
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