About LPL Financial
While Pope Financial Planning, LLC is an independent firm, we’ve chosen to partner with LPL Financial, the nation's largest independent broker-dealer*, to provide the tools, technology, and resources our clients need and deserve.
Who is LPL Financial?
LPL Financial is a leading provider of investment and business solutions for independent financial advisors. With over 19,000 financial professionals across the country, LPL supports advisors in delivering personalized financial guidance—free from proprietary product pressures.
LPL offers:
- Robust technology and cybersecurity infrastructure
- Independent research and market insights
- Trusted custody and clearing services
- Regulatory oversight and compliance support
Why LPL?
Our relationship with LPL allows us to remain independent—meaning our advice is always based on what’s best for you, not tied to sales quotas or proprietary products. LPL provides the behind-the-scenes support, while we stay focused on building a financial strategy aligned with your values, goals, and lifestyle.
You benefit from the strength and stability of a large institution while still working with a boutique, highly personalized firm.
Want to Learn More?
You can visit www.lpl.com to learn more about LPL Financial’s mission, values, and commitment to investor protection.
*As reported by Financial Planning magazine, 1996–present, based on total revenue.
