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City Charlotte / Washington / Boston / San Diego / / Company LPL FINANCIAL About LPL Financial LPL Financial / Credit Unions / LPL Financial Holdings / No Bank / The Private Trust Company N.A. / FINANCIAL ACROSS AMERICA Independent Advisors Bank / CONFIDENT CHOICES We / Linsco / Private Ledger / / Currency USD / / Event M&A / / IndustryTerm advisory services / technology solutions / brokerage services / investment banking activities / owned subsidiary / bank / retail assets / insurance / investment products / insurance coverage information / business solutions / deposit insurance / compliance services / / Organization National Credit Union Administration / FDIC / SIPC / FINRA / / Position TOOLSET Your advisor / financial advisor / advisor / Governor / RIA custodian / leader / financial advisors / advisors / independent investment advisor / Insights Your advisor / independent broker /dealer / independent financial advisors / independent consultant / EXCELLENCE Advisor / AFFILIATION Supporting Your Financial Advisor / registered investment advisor / independent broker / / URL www.lpl.com / www.sipc.org / www.fdic.gov / / SocialTag