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Getting Started with LPL Financial

The LPL difference

At LPL Financial we are not locked into selling you only our investment products like many other firms. In fact, we do not offer ANY proprietary products – we only offer objective, conflict-free advice to help you choose the investment products and...  more >>

Preparing for your first meeting

Your initial consultation with financial advisors, Luke Brown or Vicki Holt, is complimentary. Find out what to bring, questions to ask and what to expect. Let’s get started >> 

How financial planning makes a difference

True financial planning is based on a long-term, one-to-one relationship with an advisor and involves a comprehensive, ongoing approach to managing all areas of your financial life. Find out what financial planning can do for you. >>

Answers to Today’s Top Retirement Questions

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Retirement Planning

What does "retirement" mean to you? However you define it, planning is the key to enjoying a long-lasting retirement. More... >>

Financial Articles & Market Insights

LPL Financial Research

We recognize the critical role that timely, independent, objective research plays in helping to clarify the financial landscape. This leads to more informed decisions for you, our valued clients. Our research team provides investment research and advice you can use. More >>

Beige Book: Window on Main Street

The latest Beige Book reflected a picture of the U.S. economy that has been largely unaffected by the increasing market concern over falling oil prices, the end of QE in the United States, and the rising U.S. dollar. More >>

Favorable Policy Environment for Stocks in 2015

We expect the policy environment in 2015 to be supportive for stocks. More >>

High-Yield Bonds & Oil Prices Revisited

With the price of oil now down 41% from a peak of $107 per barrel on June 20, 2014, through Monday, December 8, 2014, we take another look at the impact of lower oil prices on the high-yield bond market.. More >>