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LPL Financial is the largest independent broker/dealer in the nation, as reported by Financial Planning magazine, June 1998–2010, based on total revenue.

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Biased Research

The Value of Focused, Independent Research

The Value of Focused, Independent Research• No proprietary funds or banking activities

The Value of Focused, Independent Research• No proprietary funds or banking activities• We act solely in the best interest of our clients

The Value of Focused, Independent Research• No proprietary funds or banking activities• We act solely in the best interest of our clients• A mission we share with LPL Financial Research

LPL Financial Research: • In-house expertise• Institutional-quality portfolio

manager due diligence• Passion to perform

Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists

Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists• Timely commentaries on the global economy and capital markets

Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists• Timely commentaries on the global economy and capital markets• Customized analysis for large DB plan clients

Portfolio Manager Due Diligence:• Thousands of funds

Portfolio Manager Due Diligence:• Thousands of funds• Optimal solutions• Seek better-than-benchmark returns

Passion to Perform

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