Registered Investment Advisor
Copper Canyon Wealth Management Advisors are registered with, and offer securities, investment advisory services and financial planning through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.
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 is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer in the nation*, providing its Financial Advisors with the tools they need to offer the highest quality of independent investment advice.
Since its inception in 1989, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial translates into more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities.
The one and only focus of LPL Financial is providing LPL Financial Advisors with the tools, training and support they need to offer professional advice to their clients.
LPL Financial Key Facts:
- #1 independent broker/dealer in the country*
- Fifth largest broker/dealer in U.S. by number of advisors**
- Supporting over 20,000 financial advisors
- Service to nearly 700 financial institutions
- Over 3,000 staff with headquarters in San Diego, CA; Boston, MA; and Fort Mill, SC
- $1 trillion in brokerage and advisory assets***
- LPL Financial advisors ranked #1 in the key factor, "Customer Satisfaction with Investment Performance," and #2 on the “Customer Satisfaction with Investment Advisor” category in the J.D. Power and Associates 2010 Full Service Investor Satisfaction Survey
Website: LPL Financial
* As reported by Financial Planning magazine June 1996-2022, based on total revenue.
** Based on publicly disclosed information as of June 30, 2022.
*** As of June 30, 2022.