Broker Check

Strategic Alliance LPL Financial

At Wealth Management Group you’ll find an independent, 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 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 16,100 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 financial recommendations that integrate a broad scope of investment solutions.

LPL Facts as of 9/30/2018

Largest Independent Broker/Dealer in the Country*

  • Advisory & Brokerage Assets ($ billions)
  • Advisory Assets ($ billions)
  • Q3 2018 Gross Profit ($ millions)
  • Financial Advisors
  • Employee’s

  • $681
  • $306
  • $493 
  • 16,174
  •   4,101

* Based on total revenues, Financial Planning Magazine, June 1996-2018

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