Our Partner: LPL Financial

 

 

 

Greben Wealth Management is proud to partner with LPL Financial, America's largest independent broker/dealer.*

LPL Financial was founded with a pioneering vision: to help financial advisors establish successful wealth management practices through which they could offer independent financial guidance and advice. Today, LPL Financial provides an integrated platform of independent research, technology, brokerage and investment advisory services to more than 14,000 financial advisors, making them the leading distributor of financial products in the United States. In addition, they support financial advisors at approximately 744 regional and community banks and credit unions.

Even as the firm has grown over the years, they remain singularly focused on helping financial advisors manage the complexity of their investment practices so they can better serve their clients in working toward important financial goals. And because they do not offer proprietary products, LPL Financial enables the independent financial advisors, banks and credit unions with whom they partner to offer their clients objective advice. LPL Financial's open-architecture platform provides their customers with access to thousands of traditional, fee-based, cash, and money market products provided by some of the top investment and insurance companies.

*As reported in Financial Planning magazine  June 1996–2016, based on total revenue