Investment Suite

An Array of Investment Choices For Your Clients

As a GWM advisor you are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996–2014). LPL Financial offers one of the industry’s broadest, non-proprietary investment platforms providing choice and objectivity as you address a broad range of client goals and objectives.

At LPL Financial, they believe that providing truly objective investment guidance is an important part of being independent and fulfills a growing need among today’s investors. In fact, the ability to provide clients with conflict-free and objective advice is a leading reason advisors seek independence. It’s also the reason why they concentrate their efforts in providing you with superior technology, systems and service instead of focusing energies on manufacturing and marketing their own investment products. This leaves you free to recommend the investments that best suit your clients’ risk tolerance and investment objectives, and allows us to focus on what we do best—supporting your growing business.

Through LPL Financial, you will also have access to a broad range of investment choices for your clients—not the limited or proprietary selections you may have had at a wirehouse. Suitable investment options are offered from the nation’s top providers and include:

  • Comprehensive asset management accounts
  • Cash and Banking Services
  • Individual stocks and bonds
  • Mutual funds
  • Domestic and foreign securities
  • Variable and fixed annuities
  • Insurance
  • Alternative investments
  • Trust Services
  • Estate Planning
  • 3rd Part Money Managers (SMAs)

For more in-depth information on all of LPL Financial’s investment offerings, visit

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