Broker Check

171 East Ridgewood Avenue
Suite 201
Ridgewood, NJ 07450

LinkedIn

Anthony Passerino, CPA/PFS

(201) 447-4997

 

LPL at a Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone. We provide financial professionals and institutions the tools they need to develop meaningful, long-term client relationships. We help independent financial professionals support their clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more. Our dedicated Institution Services division focuses exclusively on the needs of financial institutions and their diverse clients.

Corporate Snapshot


  • 1989

    LPL is founded through the merger of Linsco (est. 1968) and Private Ledger (est. 1973)

  • $5.71b

    Trailing 12-Month Gross Revenue

  • 17,168

    Financial Professionals

    4,658

    LPL Employees

Recognition


Client Assets Serviced and Custodied

LPL Across America

LPL has home offices in Austin, Boston, Fort Mill, and San Diego, and financial professionals located in all 50 states.

Banks and Credit Unions


Largest provider of third-party investment services to banks and credit unions2

These financial institution partners comprise:

$36.6B

Advisory Assets

$710.8M

Trailing 12-Month Gross Revnenue

$95.1B

Brokerage Assets

2,534

Financial Professionals

  • LPL backs the wisdom and experience of independent professionals with a catalog of services and resources, including:

  • Objective market research

  • Innovative technology with leading cybersecurity functionality

  • Compliance oversight

  • Ongoing practice consulting and training

Data as of 9/30/20

1 Source: 2019 WealthManagement.com Industry Awards

2 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.

  • Personalized Support

    Our 1:4 ratio of employees to financial professionals ensures they have the service and support to help exceed client expectations.

  • No Proprietary Products

    LPL has no proprietary investment products or investment banking operations. Financial professionals are empowered to make informed recommendations based on objective research and unique client goals.

  • Objective Guidance

    LPL’s Research team of experts—analysts, strategists, economists, and investment and communications specialists—is focused on delivering objective guidance.

Investing in What Matters

We invest hundreds of millions of dollars each year in key growth areas like Technology and Service, to ensure financial professionals thrive—now and in the future.


$154M

Technology

Our technology road map includes digitizing the advisor practice to drive efficiency and meet the growing demand for personalized advice at scale.

$170M

Service & Support

Nothing compares to the power of relationships. We’re focused on attracting the right talent to provide unmatched service and support.

Making a Difference

The LPL Financial Foundation was established in order to give back in the communities where our clients and employees live and work. We provide direct financial support to charitable organizations, offer matching gifts for LPL financial professional and employee contributions, and coordinate ongoing employee giving and volunteer activities.


This material was prepared by LPL Financial, LLC.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value

LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC.

BD-10639-1020 Tracking # 1-05068782 (Exp. 01/21)