LPL Financial is the #1 independent broker/dealer in the country.*
Many of the most successful investment professionals have come to realize the value of independence – both for themselves and their clients – and want to provide unbiased and independent advice.
Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial offers freedom of product choice, quality service, regulatory expertise and superior technological capabilities.
Your needs come first
LPL Financial offers no investment products of its own, so advisors who work with LPL Financial can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives.
Unbiased investment research
Because LPL Financial doesn’t offer proprietary products and doesn’t engage in investment banking activities, we are able to provide unbiased investment recommendations that integrate a broad scope of investment products. Advisors who work with LPL Financial have direct access to our team of analysts and to superior tools and technology designed to help increase the value and impact of our independent research.
Your advisor is a seasoned, autonomous professional
Advisors who work with LPL Financial must have the experience and dedication necessary to build a successful and self-directed practice. This autonomy allows them to concentrate their efforts on the aspect of financial services where they are strongest and can be of the greatest help to you, the client.
*As reported by Financial Planning magazine, June 1996-2012, based on total revenue.
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The LPL registered representatives of Costello Wealth Management may only discuss securities or transact business with persons who are residents of AZ, DC, FL, NY, PA, SC, and VA.
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