LPL Financial
LPL’s mission is simple: to take care of us by reducing the complexity of running a financial advisory practice, so we can stay focused on taking care of you.
Why did we choose LPL?
LPL Financial is a Fortune 500 company serving financial advisors across the country and the nation’s largest independent broker-dealer for over 25 years.
Advisors who partner with LPL have the freedom to choose the business model, services, and financial technology resources that allow us to run our perfect practice. Further, since they do not offer proprietary investment products or engage in investment banking activities, this means advisors affiliated with LPL are not pressured or influenced by LPL to sell any products.
Through their incredibly deep bench of experienced financial analysts, strategists, investment specialists, and advanced planning consultants, they operate as an extension of our team, delivering independent investment advice, and creative and forward-thinking planning strategies, and help keep me informed about the markets and economy as a whole.
From an investment perspective, in-house they manage over $60 billion in assets, and proactively and consistently provide us with rigorous and objective analysis and insights across a broad range of investing disciplines, including asset allocation research, market insights and commentary, investment manager research, model portfolio management, and quantitative research, empowering us with an added layer of investment planning knowledge.
Finally, LPL provides us with compliance and cybersecurity. Security is built into everything they do, and the protection of sensitive information is critical to LPL’s and Ibello Wealth Management’s continued success and your trust in us. Security is embedded into the conception, design, and implementation of all of their platforms:
- Sensitive data is secured, masked, and encrypted where applicable to provide a secure experience.
- Design, architecture, and code reviews are performed to ensure industry best practices and adherence to LPL policies.
- Regular scanning for vulnerabilities is performed on the products, environment, and supporting infrastructure.
- Penetration testing is completed by third-party experts.
- Recurring patching and modernization are implemented regularly.
- Fraud alerts are placed on user profiles if suspicious activity is identified.
To learn more about LPL’s Privacy and Security commitment, please visit – https://www.lpl.com/disclosures/privacy-security/lpl-cyber-security.html
Learn more about LPL Financial
2. Banks and credit unions
3. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system.
4. LPL ranked #392 on the Fortune 500 in 2024
Unparalleled support for your financial future
When you work with an advisor backed by LPL Financial, they’ll have the tools, technology, and support to deliver personalized advice designed around what matters to you.
2. Banks and credit unions
3. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system.
4. LPL ranked #392 on the Fortune 500 in 2024
LPL supports us, so we can help you pursue your goals and dreams.
Helping move your goals forward from behind the scenes.
LPL invests in industry-leading cybersecurity and data privacy tools, technologies, and teams, to keep your information and money safe.
LPL takes care of advisors so they can take care of you. It’s a commitment that runs deep at LPL so that advisors are positioned to tailor a plan to your unique goals.