LPL Financial

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LPL Financial Empowering financial advisors to deliver personalized advice to all who need it. LPL Financial is among the fastest growing wealth management firms in the U.S.

As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/17/2026

Could the midterm elections affect your investments? Possibly. But predicting how markets will react is another story.

Ahead of November 3, explains why making investment decisions based solely on election outcomes can be difficult.

For more perspective on preparing for election-related market uncertainty, explore the : https://bit.ly/3UxXFBJ

Our backgrounds and experiences help shape who we are. The connections we make help bring us together.As Hispanic Herita...
10/16/2026

Our backgrounds and experiences help shape who we are. The connections we make help bring us together.

As Hispanic Heritage Month comes to a close, we're celebrating this year's theme: Unidos Somos Más, Together We Are More.

Throughout the month, our employees have been encouraged to learn from one another, share their stories, and celebrate the cultures and perspectives that make our community unique.

Because belonging starts with making space for everyone to be seen, heard, and celebrated.

Could AI really replace SaaS? That fear sparked a major selloff earlier this year, but the financial data told a clearer...
10/15/2026

Could AI really replace SaaS?

That fear sparked a major selloff earlier this year, but the financial data told a clearer story.

unpacks what drove the panic and what investors can learn about spotting value when markets overreact: https://bit.ly/4ynxHie

We're pleased to welcome Prince Financial Services.Based in Seattle, the firm serves retirees, business owners, high-net...
10/14/2026

We're pleased to welcome Prince Financial Services.

Based in Seattle, the firm serves retirees, business owners, high-net-worth families, and technology professionals through a planning-first approach designed to provide clarity, confidence, and long-term guidance.

After an extensive search for a new partner, the team selected LPL for its technology, advisor-focused support, and commitment to innovation.

⬇️ View the full announcement in the comments.

Happy birthday, bull market! The current bull market began in 2022, and the S&P 500 has gained 118% since, despite plent...
10/14/2026

Happy birthday, bull market! The current bull market began in 2022, and the S&P 500 has gained 118% since, despite plenty of challenges.

explores what history says about whether this run can reward investors in year five: https://bit.ly/4il13c7

10/13/2026

AI adoption hit 50% in three years — the internet took fourteen. ’s Jeff Buchbinder sits down with Brad Neuman, Director of Market Research at Alger, to unpack how companies are turning massive AI investment into real returns.

From software writing itself to John Deere's weed-sensing tractors, they explore where AI is driving productivity, margin expansion, and what investors should watch next: https://bit.ly/47dCLL0

Winter is coming, and Europe's energy outlook is tightening. European gas storage sits 20% below normal, and Middle East...
10/13/2026

Winter is coming, and Europe's energy outlook is tightening.

European gas storage sits 20% below normal, and Middle East supply disruptions are pushing prices higher, with ripple effects that could be broad. explains what's driving the squeeze. Read more: https://bit.ly/4ztcAf8

We're pleased to welcome Economos Private Wealth.Based in Northern California, the team serves executives, business owne...
10/13/2026

We're pleased to welcome Economos Private Wealth.

Based in Northern California, the team serves executives, business owners, and multigenerational families through a comprehensive planning approach designed to coordinate every aspect of a client's financial life.

Led by Nick Economos, the firm chose LPL's Independent Advisor Network to combine the flexibility of independence with the scale, resources, and support of a leading wealth management firm.

⬇️ View the full announcement in the comments.

Ever needed cash at the worst possible moment? Selling investments means paying taxes and giving up future gains. Is the...
10/13/2026

Ever needed cash at the worst possible moment? Selling investments means paying taxes and giving up future gains. Is there a better way? For some, that’s borrowing against their portfolio instead of selling it.

Check out this article for the things to know — beyond rate — before you borrow.

https://bit.ly/476TZJZ

10/13/2026

What makes a day at work feel meaningful?

For these LPL leaders, it's hearing that something their team did made a real difference.

Whether it's helping financial advisors spend more time with clients, navigate challenges, or find new opportunities, these are the moments that stay with them.

And sometimes, a simple thank you says it all. Watch their stories. ▶️

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4707 Executive Drive
San Diego, CA
92121

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