Partnership with LPL
The events of the past few days have many people asking questions about the health of the financial services companies they entrust with their money and investments. And to the extent that you may have similar questions, we want to provide some important information regarding the resilience of LPL Financial’s business model, our financial stability and liquidity position, the steps we take to help protect client accounts, how we are regulated, and our approach to enterprise risk management... Read more »
LPL was founded in 1989 and is ranked 466 on the Fortune 500 List1. They service over 18,000 financial professionals like Scarbrough Financial Group with over 800 financial institution partners.
LPL BY THE NUMBERS
#1 INDEPENDENT BROKER/DEALER in the United States2
#1 PROVIDER OF 3rd-party investment services to banks and credit unions3
#3 RIA CUSTODIAN In the United States4
LPL ACROSS AMERICA
LPL has home offices in Austin, Boston, Fort Mill, San Diego, and financial professionals located in all 50 states.
With 6 millions client accounts served and 1 trillion in brokerage and advisory client assets serviced or custodied, LPL is truly an industry leader.
With Scarbrough Financial Group by your side, you have access to a breadth of investment solutions from mutual funds to bonds to alternative investments and fee-based investment programs that we can leverage to craft your customized portfolio. You can access your account information via the mobile app and portal 24/7.
ZERO PROPRIETARY PRODUCTS WITH THOUSANDS OF INVESTMENT OPTIONS
Data as of May 31, 2021
1 Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.
2 As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
3 2020/2021 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 Cerulli Associates, 2019 U.S. RIA Marketplace Report
Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
$1.7M in charitable donations in 2020. The LPL Financial Foundation provides direct financial support to charitable organizations, offer matching gifts for LPL financial professional and employee contributions, and coordinate ongoing employee giving and volunteer activities
This material was prepared by LPL Financial, LLC.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
If your financial professional is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC/NCUA or Any Other Government Agency - Not Bank/Credit Union Guaranteed - Not Bank/Credit Union Deposits or Obligations - May Lose Value
LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC. BD-670441-0221 Tracking #1-05151518 (Exp. 07/22)