nVision Wealth advisors have chosen to affiliate with LPL Financial to strengthen and elevate the services we provide to help guide you toward your financial goals.

Effective Wealth Management is enhanced by the right partner.

 

As the nation’s largest independent broker/dealer,* an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions,** LPL FInancial backs the wisdom and experience of nVision Wealth advisors with an enormous catalog of services and resources, such as:

  • Objective market research
  • Compliance oversight
  • Innovative technology
  • Ongoing practice consulting and training

 

*As reported in Financial Planning magazine, June 1996-2019, based on total revenues.
**2016/2017 Kehrer Bielan TPM Survey. Based on financial institution market share.

Since 1989

About LPL Financial

Formed in 1989 through the merger of two small brokerage firms Linsco and Private Ledger (founded in 1968 and 1973, respectively). LPL was built on the belief that objective financial guidance benefits everyone – and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Remaining strong in this conviction, LPL formed a political action committee to lobby Washington on behalf of advisors and their clients, helping keep the right to objective advice a constant in our industry.

In 2005, LPL sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm. In November 2010, the parent company of LPL, LPL Financial Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA

The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

.

LPL Financial Across America

Today, LPL provides comprehensive support and a broad range of innovative business solutions to a network of more than 16,000 financial professionals.