Broker Check

Our Partnership With LPL Financial


Jeff Schiffman is your partner. And at LPL Financial, we are his.


LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

Today, LPL is a leader in the markets we serve, supporting more than 19,000+ financial professionals, 800+ institution-based investment programs, and is ranked no. 466 on the Fortune 500 list*.

We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors, so they can take care of their clients.

For more information about LPL Financial, visit


* Data as of December 31, 2021

* Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.