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.
We believe you must have four strong walls to support the foundation of a solid plan.
For you, our four walls are INTEGRITY, SERVICE, EXPERIENCE, KNOWLEDGE
Integrity ~ While holding ourselves to a fiduciary standard, we must do what is best for our clients at all times. We have made that commitment and stand by our integrity to always do so.
Service ~ Our team is focused on doing what you need and want from us. Whether it's just some basic advice, a shoulder to cry on or a detailed financial plan for your estate, we want to help.
Experience ~ With our years of experience, we've seen multiple changes in the industry and have adapted to do what is suitable for our clients success.
Knowledge ~ Through following the other three walls of our foundation, we continue to learn valuable strategies and lessons to share with our clients and our community.
Joseph Financial Partners is a:
