LPL Financial Services

  • Full service, national independent brokerage firm with corporate headquarters in Boston and San Diego.
  • Provide service to LPL representatives, including trading and operations, product and market research, accounting, marketing, compliance and advisory services.
  • Provide Securities to Investing public and Strategic Asset Management
  • In business for over 25 years.
  • Member of National Association of Securities Dealers (NASD) and Securities Investor Protection Corporation (SIPC).
LPLP represents a national network of more than 3,200 independent investment professionals- business owners who assist their clients in meeting their financial goals. Whether it is planning for your successful retirement or developing a college funding strategy for your child's education, your LPL representative offers quality investment choices combined with professional guidance and objective advice.

The independence of LPL representatives is demonstrated by the fact that LPL does not create its own investment products - a profit center for most other major firms. Instead, LPL has selling agreements with nearly all major investment companies. Representatives are free to choose those investments they believe are best suited for their clients.

LPL representatives are linked to home offices in Boston and San Diego through a state-of-the-art electronic communications network. This system brings Wall Street to Main Street, enabling representatives to access account and product information, research stock and mutual fund performance data, and execute transactions.

LPL clients enjoy all the competitive strength and service of a large investment house, through locally owned neighborhood offices.



Phone: (508) 675-7765   Fax: (508) 677-0692
592 G.A.R. Hwy Rt 6, Somerset, Massachusetts 02726




Securities offered through LPL Financial, Member NASD/SIPC