How Many African American Financial Registered Reps Are There In Ma

Black Financial Advisor
Business Community

As an LPL Financial advisor, y'all'll be continued to a community that is invested in the success of your business and ability to serve your clients, your way.

At LPL, nosotros'll partner with yous to give you the resource, financial technology, and community support you need to manage a thriving do. You'll accept the liberty and flexibility to focus on helping the clients you serve pursue their fiscal goals.

To discover out more about how nosotros can assistance you succeed, phone call us confidentially at 858-299-7965

2019 WealthManagement.com Industry

Award received for LPL Financial'southward efforts in advisor diversity and inclusion.

InvestmentNews 2019 Diversity Champion

for programs supporting advisor and terminate investor diversity and inclusion.

The Value of Existence an Independent Black Financial Advisor

"One of the strongest and biggest reasons I've had an LPL counselor for 33 years is the independence that LPL offers to me. While the engineering and support that I receive is 2nd to none, information technology is the ability for me to be totally independent that offers me the greatest benefit in serving our clients. Existence free to operate my practice the way I experience is all-time, and to be able to bring best in form services and products to our clients, is a true benefit of existence an LPL independent counselor."

Lee 5. Bethel - President , Comprehensive Benefit Services Inc.
CLU®, CHfc®, REBC®RHU®, ChHC®, CAP®, AIF® CPFA, CASL®, C(k)P®

"Existence a financial advisor is the best professional decision I take ever made. When I decided to become an independent fiscal advisor I knew I wanted to be with the biggest and the best, which is why I chose LPL Fiscal! The firm has exceeded my expectations in every way imaginable. The practice management capabilities are limitless, the people are superbly resourceful and innovative, the civilisation is infectious and the depth of the house is amazing. LPL has proven to exist everything I didn't know I needed."

Denika Tokunaga, - President, Maven Wealth Management
MBA, CFP®, CRPC®

Why cull LPL Fiscal?

We're keeping the chat going...

Hear from Black LPL fiscal advisors sharing their unique paths to success in our "Effectually the Table" community conversation series.

This series covers an assortment of topics including overcoming barriers to success, the benefits of independence and mentorship, and investing in the Black fiscal advisor community.

Conferences and Organizations We Support

News & Insights

Financial Advisor Deborah Danielson image

Deborah Danielson and Advisor Independence

"I dwell in possibility." The opening line of Emily Dickinson's verse form on the power of writing can too serve equally the canticle for how financial advisors serve their clients—and the philosophy of Women'due south History Month.

First Hope Wealth Management logo image

First Promise Joins LPL and INC Advisors

"With LPL and INC Advisors, we can make employ of a wide variety of resources, ones that can help us build our practice and ultimately enhance the style nosotros serve our clients."

LPL attorneys Ashley Horn, Roma Patel LCLD image

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are non indicative of future performance or success. Neither LPL Financial nor the LPL Fiscal Advisor can exist held responsible for any straight or incidental loss incurred past applying any of the information offered.

Throughout this communication, the terms "financial advisors" and "advisors" include registered representatives and/or investment adviser representatives affiliated with LPL Fiscal LLC, an SEC registered banker-dealer and investment adviser.