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LPL Financial 13620 N FM 620 Building C, Suite 200 Austin, TX 78717. Boston LPL Financial 201 Washington Street, Suite 300 Boston, MA 02108. Fort Mill LPL Financial 1055 LPL Way Fort Mill, SC 29715. San Diego LPL Financial 4707 Executive Drive San Diego, CA 92121-3091
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LPL Financial 13620 N FM 620 Building C, Suite 200 Austin,...
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Find a financial professional in 5 simple steps. Learn how to search, get referrals, do research, and find top financial professionals near you.
LPL Financial Services and Support. As an advisor, you deserve a financial services partner who has the tools to help you succeed. LPL Financial offers a broad range of services so you can build the practice you want. From trusts and compliance to training and service support, we’ve got you covered.
- Why Work with A Financial Advisor Near You?
- How to Find A Financial Advisor Near You
- Tips to Find The Best Financial Advisor Near You
Despite the fact that countless services went virtual during the pandemic, you may still feel the need to hire a pro you can visit in person. Dan Moisand, 2023 chair of the CFP Board—the organization that issues the certified financial planner(CFP) credential—says you’re not alone. “Most people prefer an in-person conversation when making important...
1. Online Advisor Matching Services
Online advisor matching services are a bit like a “what’s your size” online clothing quiz: Enter your preferences and they make suggestions that might be a great fit. To use a matching tool, you complete a brief quiz about the advisory services you need, like retirement planning or investment management, along with some personal information and your budget. The matching engine then lists advisors in your area who are on its platform who meet your requirements. Note that advisors typically pay...
2. Professional Advisor Organizations
National Association of Personal Financial Advisors (NAPFA) With more than 4,400 members across the country, NAPFA makes it easy to find a local, fee-only fiduciary financial advisor using your zip code. Nikki Palluzzi, senior director of member services with NAPFA, points out that search results don’t stop with a name and address. Member listings also give extensive details about individual advisors, including certifications, experience, practice focus areas and approach to financial plannin...
4. Referrals from Friends, Family or Colleagues
Don’t be shy about asking your inner circle for recommendations when looking for a local financial advisor. Not only will you likely get multiple names to check out. If someone you know has enjoyed a long-term relationship with an advisor, that’s peace of mind you likely can’t get from an online matching tool.
While online search tools can help connect you with prospective advisors, you’ll need to be part of the final vetting process. These tips can help identify the best financial advisor for your unique needs.
Today, LPL is a leader in the markets we serve*, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. Brokerage and advisory services; Access to a broad range of investment solutions
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May 21, 2024 · Looking for financial advisors near you? Read Bankrate’s guide on how to find a financial advisor and make informed decisions about your financial future.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment ...
