LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information on LPL Financial, please visit the company’s website.
* As reported by Financial Planning Magazine, 1996-2015, based on total revenue.
Securities offered through LPL Financial, member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BNC Bank and BNC Financial Consulting are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured BNC Bank deposits and are not FDIC insured. These products are not obligations of BNC Bank and are not endorsed, recommended or guaranteed by BNC Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, UT, AND VA. BNC Private Banking, BNC Trust & Wealth Management, BNC Financial Consulting and LPL are not registered brokers/dealers and are not affiliated with LPL Financial.
Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.
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