InVestra and LPL Financial

LPL Financial founded in 1968 and is considered the largest independent broker dealer in the United States. As of 2018 the company had more than 16,000 financial advisors, over $681 billion in advisory & brokerage assets, and generated approximately $5.2 billion in annual revenue for the 2018 fiscal year.

LPL Financial was formed in 1989 through the merger of two brokerage firms—Linsco (established in 1968) and Private Ledger (established in 1973)—and has since expanded its number of independent financial advisors both organically and through acquisitions. LPL Financial has main offices in Boston, Fort Mill and San Diego.

Key Facts:

  • 5 million funded accounts
  • 16,109 financial advisers
  • Approximately 4,500 technology, custody, and clearing service subscribers
  • Approximately 700 financial institution partners
  • $681 billion in advisory and brokerage assets as of September 2018

LPL Financial is the nation’s largest independent broker/dealer.* LPL offers it’s financial advisors thorough research and a comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products to sell, its advisors have the freedom to offer you thoughtful financial guidance and investment recommendations.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Independence Powered by LPL Financial

InVestra Financial Services is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

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The Strength and Wisdom of LPL Financial

LPL Financial does not offer proprietary products, thus enabling the independent financial advisors such as InVestra Financial Services, as well as banks, and credit unions who partner with LPL to offer their clients objective, professional advice. An open-architecture platform provides customers with access to thousands of options for commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors. The Freedom of Choice can be yours by choosing InVestra.