Our Relationship with LPL Financial

As an independent investment, insurance and financial planning firm, we believe our clients should understand the platform, resources, depth and scope of the financial services practice that serves their families, as well as the nature of the relationship with LPL Financial as a broker/dealer. 

About LPL Financial

LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 12,800 financial advisors as the nation’s largest independent broker/dealer,* making them a leading distributor of financial products in the United States. In addition, LPL Financial supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.

Even as LPL Financial has grown over the years, they have remained singularly focused on helping financial advisors manage the complexity of their investment practices so they can better serve their clients in achieving important financial goals. And, because they do not offer proprietary products, LPL Financial enables the independent financial advisors, banks, and credit unions with whom they partner to offer their clients truly unbiased, conflict-free advice. LPL Financial's open-architecture platform provides financial advisors with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.

For more than 20 years, the LPL Financial Commitment Creed has been central to their culture and reflects their firm’s singular focus on serving the financial advisor. LPL Financial's 2,500 employees in Boston, Charlotte, and San Diego come to work every day focused on living this commitment.

To gain a further understanding of the resources and relationship with LPL Financial, please access and review the Capabilities brochure and Client Video via the links below:

• LPL Financial Capabilities Brochure

• LPL Financial Client Video

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* As reported in Financial Planning magazine 1996-2011, based on total revenues.

LPL Financial and Copper Canyon Wealth Management are independent entities.  Securities, Financial Planning and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  http://lplfinancial.lpl.com  Insurance products are offered through LPL Financial or its licensed affiliates.