Strategic Partners

About LPL Financial 

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial was founded with a pioneering vision to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.

Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial offers freedom of product choice, quality service, regulatory expertise, and superior technological capabilities. LPL has no proprietary products.

  • As independent advisors, we have no obligations to investment product manufacturers, a parent company or shareholders.
  • We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized strategies for the unique challenges you face.

LPL provides us with access to a comprehensive array of tools and resources, enabling us to provide objective financial guidance to our clients, including:

  • Integrated technology platform
  • Advisory and brokerage services
  • Custodial services
  • Customized clearing solutions

Through LPL, we are able to offer our clients access to a full range of financial services, including:

  • Asset management
  • Financial planning
  • Trust services offered through The Private Trust Company
  • Insurance services
  • Banking and lines of credit

*As reported by Financial Planning magazine, June 1996–2014, based on total revenue. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Red Mountain Financial Partners, a registered investment advisor and separate entity from LPL Financial

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, ID, IL, IN, MN, MT, NM, NV, NY, OH, OR, SC, TX, UT

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