Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.
Citizens Investment Services
Investment Login

Who is LPL Financial?

LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial is one of the United States’ largest organizations of independent financial advisors. LPL Financial currently maintains headquarters in Boston, San Diego, and Fort Mill, servicing more than 16,000 advisors in over 6,100 independently owned and operated offices nationwide.
LPL Financial is built on the premise that achieving your financial goals depends on objective financial advice, timely research, and easy access to the investments and services that address your specific needs.

Setting a Higher Standard for Financial Advice

LPL Financial has no proprietary products of its own, so LPL Financial advisors concentrate their energies on understanding your individual financial goals and offering objective solutions to address the challenges of wealth accumulation, management, and preservation.

Leveraging Independent Research

LPL Financial advisors receive guidance and recommendations from a team of seasoned investment professionals and enjoy instant access to leading information and resources. With no investment banking relationships, LPL Financial Research focuses on providing independent, client-centered analysis of the capital markets and their underlying securities.

Capitalizing on Technology

LPL Financial has revolutionized the way financial information is delivered and provides advisors with a solid, state-of-the-art technology platform dedicated to your success.
LPL Financial remains committed to leading the independent brokerage industry. We continue to set the highest standards in every aspect of supporting our advisors so they can help you realize a new standard for your financial future.

LPL Financial Key Facts

  • #1 independent broker/dealer in the nation*
  • Over $4.2 billion in revenue**
  • Over 16,000 affiliated financial advisors nationwide
  • Over 6,200 branch offices
  • Service to over 750 financial institutions
  • Over 4,100 staff with headquarters in San Diego, Boston, and Fort Mill
  • Over $681 billion in assets as the broker/dealer of record**
  • Over $306 billion in fee-based platform assets**
* As reported by Financial Planning magazine, June 1996–2018, based on total revenues.
** As of September 30, 2018.

LPL Resources

Weekly Market Commentary

Corporate earnings growth has ground to a halt, but we think better times lie ahead. While tariffs and ongoing trade uncertainty could delay improvement, we remain optimistic that some progress on trade will be forthcoming and earnings growth could pick up over the coming quarters.
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb this wall of worry.
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend. The outlook in other developed economies is not quite as bright, however, as unconventional and aggressive policy decisions from global central banks are becoming increasingly ineffective.
Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago, we’ve seen the return to central bank dominance, particularly by the U.S. Federal Reserve. This has significant implications for global markets.
There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives.

Financial Research Blog

LPL Financial makes it easy to stay informed of the latest market trends with their informative Research Blog.