LPL Financial traces its roots back to 1989, when two small brokerage firms—Linsco (founded in 1968) and Private Ledger (founded in 1973)—joined forces. Today, LPL is recognized as one of the largest independent broker-dealers in the United States. With a network of more than 21,000 financial advisors, LPL supports over a trillion dollars in brokerage and advisory assets, delivering objective financial guidance to countless individuals, families, and institutions.
Within LPL’s broad advisor network, certain teams have consistently stood out for their exceptional service, specialized expertise, and emphasis on client-centric planning. Let’s take a look at the biggest teams at LPL.
Cornerstone Wealth Services: 32 Advisors
Committed to Clarity
The independent advisors who are part of Cornerstone Wealth Services serve as fiduciaries, dedicated to providing objective guidance and putting the needs of their clients first. Relationships are built on trust and transparency, so you can see clearly the path to take on the way to your ideal future.
Tailored Financial Plans
Your goals are distinct, and so is your financial plan. Our advisors work to understand what you have and what you want, so they can design a plan that puts you on course toward your dreams. With the right plan in place and the right advisor by your side, you can feel confident that all the pieces of your financial life are working together.
Central Investment Services: 31 Advisors
Personalized Investment Advice Every Step of the Way
Providing you and your family with exceptional client service is our priority. We focus on empowering you to pursue your financial independence through a personalized, comprehensive planning process tailored to your unique needs and goals.
Financial Guidance for All Stages of Life
Whether you are a seasoned investor or just beginning your investment journey, our financial advisors carefully evaluate your individual situation, goals, and needs to create an investment strategy tailored specifically to you.
Dedicated to Your Unique Financial Goals
As your life and needs change, we’ll regularly meet and adapt our strategies to pursue your goals. We are committed to getting to know you, understanding your personal financial needs, and taking the time to establish a genuine relationship built on trust. Together, we’ll explore your short- and long-term goals and build a framework on how best to plan for your future.
A Resource from the Start
From assessing your needs and finances, preparing your personalized financial plan, and implementing and monitoring your investment strategy, we are with you every step of the way. We focus on your long-term goals while tackling the day-to-day challenges you face.
Bay Financial Associates: 27 Advisors
BUILDING A LEGACY STARTS HERE
Since 1951, Bay Financial Associates, has been committed to helping our clients and advisors achieve success. Our team possesses a full arsenal of professional expertise. We have experience in the fields of accounting, finance, investments, insurance, retirement, and estate planning.
Whether you’re an individual, the head of a family, a business, or an advisor, our team works with you to determine a way to pursue your goals. We bring the full power of our experience, knowledge, and independence to craft strategies that work towards your goals.
FOR CLIENTS
As an independent firm, our only commitment is to you, our client. Our sole focus is serving our clients.
Our advisors provide comprehensive financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. Discover the benefits of our experience, education, and professional training today!
FOR ADVISORS
Bay Financial has a long standing history as a financial services firms utilizing LPL Financial. Through this affiliation, we reap the benefits of the size and clout of LPL Financial, along with the depth of financial, estate planning, operations, and compliance resources.
Additionally, LPL offers access to concierge‐level services. As a result, a higher level of service for your clients is available.
Academy Financial, Inc.: 21 Advisors
Academy Financial, Inc. is a financial services firm that specializes in developing innovative concepts seeking wealth creation and preservation. Academy Financial is comprised of a number of advisors with over 100 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes professionals who provide advanced estate and tax reduction strategies, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.
We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Academy Financial’s cross disciplinary approach allows us to identify and build holistic plans for our clients from a legal, tax, investment, business, and retirement perspective. Academy Financial, Inc. is committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning strategies, business succession strategies, retirement, and investment planning.
Academy Financial’s advisors are independent and have an open architecture approach. Our Broker Dealer is LPL Financial.
Suncoast Investment Services: 19 Advisors
Capability meets confidence.
Let us better help you pursue your financial objectives by sharing your aspirations with us. The more information you share, the more accurately we can assess your financial potential. We can assure you that we will serve you with respect and integrity.
The active advantage.
The most critical component of your financial plan is you. As such, your investments and insurance should fit you well. In order to better position your opportunity for success, you need someone who understands your complete financial picture.
