Broker Check

Strategic Alliance LPL Financial

At Wealth Management Group you’ll find an independent, unbiased, professional, wealth planning and management services firm tailored for your specific needs.

Wealth Management Group has partnered with LPL Financial, the nations largest independent brokerage firm.*

LPL Financial was founded with a pioneering vision to help independent financial advisors establish successful business through which they could offer truly objective financial guidance and advice. Today, LPL Financial is one of the nations leading diversified financial services companies and the largest independent broker-dealer*, supporting more than 13,500 financial advisors nationwide.

LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), and has been named the nations largest independent brokerage firm for 18 consecutive years.*

Because LPL Financial doesn’t offer proprietary investments and doesn’t engage in investment bankers activities, we are able to provide unbiased recommendations that integrate a broad scope of investment solutions.

LPL Facts as of 12/31/2017

Largest Independent Broker/Dealer in the Country*

  • Assets under advisement
  • 2013 Annual Net Revenues
  • Client Accounts
  • Advisors Licensed with LPL Financial & Subsidiaries
  • Employee’s

  • 659.5 Billion
  • 4,140.9 Million
  • 4.8 Million
  • 16,000
  • Approximately 3,700

* Based on total revenues, Financial Planning Magazine, June 1996-2017

Click here to review the LPL Capabilities Brochure.