Products and Services
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth and seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:
- Mutual Funds
- Individual stocks and bonds
- Comprehensive asset management accounts
- Variable and fixed annuities
- Domestic and foreign securities
- Alternative investments
- Estate, college, business, tax and retirement planning
- Trust Services*
- Insurance: Disability, Health & Dental, Life, Long Term Care and Medicare Supplement Plans
*LPL Financial Representatives offer access to Trust Services throught The Private Trust Company N.A., an affiliate of LPL Financial