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SMB Financial Strategies is in a unique position to contribute to the financial success of our clients – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the nation’s largest independent broker-dealer.*
LPL Financial’s mission is rooted in the belief that objective financial advice is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL can provide objective advice and investment recommendations. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance to help meet their clients' needs.
With headquarters on both coasts, LPL Financial supports thousands of financial advisors in helping their clients by offering a robust mix of services and tools such as:
For more information about LPL Financial, visit www.lpl.com.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.