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About Private Advisor Group and LPL Financial

As members of Private Advisor Group, a nationwide network of seasoned financial advisors, we receive dynamic service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. By outsourcing the compliance functions, we are able to focus our attention on delivering the best service and strategies for our clients. In addition, Private Advisor Group leverages the technology, trading, custodial, and clearing services of LPL Financial, the number one independent broker-dealer in the industry.*

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

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SCALE & CORE SERVICES

  • Integrated technology platform
  • Trading and clearing
  • Data management and reporting
  • Practice management support
  • Monthly statements

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VALUE ADDED SERVICES

  • Dynamic service
  • Dedicated transition team
  • Compliance and supervisory oversight
  • Wide array of investment strategies
  • Quarterly performance reports
  • Built-in succession plan
  • Tight knit community
  • Practice Growth Support