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Phone #Alt. Phone #E-mail addressWebsite

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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

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The Value of Focused, Independent Research

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

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

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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

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

manager due diligence• Passion to perform

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

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

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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

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Portfolio Manager Due Diligence:• Thousands of funds

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

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Passion to Perform

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