Set a New Standard for Your Finances

LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL Financial is America’s No. 1 independent brokerage firm* — with more than 11,000 financial advisors, based in more than 6,300 branch offices nationwide.

LPL Financial’s rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires:

• Solid, unbiased advice
• Meaningful, timely information and research
• Easy access to value-added investments and services
• Unparalleled customer service

Your LPL Financial Advisor can deliver all of these to you, thanks to support from LPL’s technology, our comprehensive training programs and our dedicated personnel.

As LPL Financial moves into our fourth decade, we remain committed to leading the independent brokerage business. We continue to set the highest standards in every aspect of supporting our advisors so that they may help you realize a new standard for your financial future.

*Based on previous year’s revenues as reported in Financial Planning Magazine, June 1996-2009

LPL Financial Facts

LPL Financial has been the number one independent broker dealer in the nation for 13 consecutive years*

• $289 billion in total assets under management a/o 5/31/2008
• Over 11,000 affiliated financial representatives
• More than 6,300 branch offices in the U.S.
• Service to over 790 financial institutions
• Headquarters based in Boston, San Diego and Charlotte, NC
• Over $77 billion in assets under management in LPL's fee-based programs

*As reported by Financial Planning Magazine, June 1996-2009

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