Growing Big by Thinking Small
LPL Financial has consistently maintained its guiding principles in support of individual advisors, their aspirations, independence and client needs. It has grown by thinking small—never forgetting that its business centers on building individual relationships, rather than catering to groups or collectives.
With growth and innovations, LPL Financial has indeed become a large corporation, but it has never forgotten its founding principles, which serves to keep it grounded and approachable so it can relate to its advisors. By thinking small and catering its business operations to the individual advisor and their clients, LPL has accomplished far more than merely growing its business — it has championed the interests and independence of those it serves.