As independent advisors, we have no obligation to use firm promoted products or are incentivized to follow home-office initiatives. Working with an advisor at GWM Advisors means you’re working with a professional who focuses solely on serving your interests and not the interests of a parent company or firm. This means that when you invest through one of our advisors, you can benefit from:
- Objective guidance and advice: With access to leading independent research, your advisor can help you make informed, objective decisions.
- Investment choice and flexibility: LPL Financial does not offer any proprietary products, so your advisor can help you choose unbiased investment products and strategies from many of the nation's leading investment managers.
- Convenient account access: You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
- Supported by LPL Financial: With the backing of LPL Financial, the nation’s largest independent broker/dealer,* you know that your advisor has access to all of the cutting edge tools and research he/she needs to help turn your life’s aspirations into financial realities.
When you work with one of our advisors, you can rest assured knowing that the advice you receive is tailored to work towards your goals - not the goals of a Wall Street firm.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
* As reported by Financial Planning magazine, June 1996–2014, based on total revenue.