Broker Check

LPL Research

LPL Financial Research continues to set an industry standard for independent and unbiased investment research because they operate in an environment free from the conflicts of interest inherent across the brokerage industry.

Putting Independence to Work For You

LPL Financial does not create its own investment products (such as mutual funds) or engage in investment banking. Additionally, the Research team is compensated based on the performance of their recommendations and the returns of the model portfolios. This makes it so they are not interested in pushing a product, but instead aligns the interests of the Research team with our interests—to identify those world-class investment products and solutions best suited to help you achieve your financial goals.

Below is a list of helpful documents to offer you additional financial perspective.