With the independence and power of LPL Financial behind us, our clients benefit in many ways:
is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance 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 are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
Our Logo
Our logo is comprised of an aerial view of a pyramid and our firm name.
Like a pyramid, a financial plan requires a strong foundation.
Our foundation is built on four principles:
INTEGRITY, SERVICE, EXPERIENCE, KNOWLEDGE
INTEGRITY ~ We hold ourselves to a FIDUCIARY STANDARD*. We are required to do what is best for our clients at all times. To put their interests ahead of our own. We have chosen a steadfast adherence to a strict moral and ethical code.
SERVICE ~ Ours is a complicated business, making service essential. To provide the best possible service, we employ a support staff equal to our wealth consultant staff.
EXPERIENCE ~ Our wealth consultant staff has more than 70 years of combined experience in finance. We have been through multiple market corrections and have the knowledge to handle whatever the future holds. We know enough to provide potential growth through good markets and preservation through difficult times.
KNOWLEDGE ~ Years of experience provide a degree of knowledge, but not enough. We must be vigilent and adaptive. Our wealth consultants and staff participate in continuing education online and in person to bring ever-expanding knowledge to our practice.
*Advisors are only legally obligated to act as a fiduciary in advisory relationships. Advisors are not legally obligated to act as a fiduciary in brokerage only relationships.
Joseph Financial Partners is a:
