About LPL Financial
Effective wealth management is enhanced by the right partner. In the same way you benefit from the knowledge and guidance of your Noble Birch Wealth Management advisor, your advisor benefits from the insights and oversight of LPL.
LPL Financial 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.
Data as of May 31, 2021
1 Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.
2 As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
3 2020/2021 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 Cerulli Associates, 2019 U.S. RIA Marketplace Report
1 Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.
2 As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
3 2020/2021 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 Cerulli Associates, 2019 U.S. RIA Marketplace Report