InVestra and LPL Financial

LPL Financial is the largest independent broker-dealer in the United States, serving more than 21,000 financial professionals with over $1 trillion in brokerage and advisory client assets. Their balance sheet is strong, with over $200 million of excess cash and modest leverage below our conservative management targets.

LPL Financial was formed in 1989 through the merger of two brokerage firms—Linsco (established in 1968) and Private Ledger (established in 1973)—and has since expanded its number of independent financial advisors both organically and through acquisitions. The main offices are located in Boston, Fort Mill, and San Diego.

Leading the way

  • LPL has been serving advisors and investors for more than 30 years.
  • More than 22,000 financial professionals are part of the LPL network.
  • 1,100 financial institutions choose LPL as their partner.
  • Together LPL advisors and institutions serve more than 4.5 million investors across the U.S.

Independence Powered by LPL Financial

InVestra benefits from the backing of LPL Financial, which grants us access to extensive research and a wide range of tools, resources, and cutting-edge technology. Given that LPL Financial does not promote proprietary products, we have the flexibility to provide you with well-informed financial advice and investment suggestions.

Click here to learn more about LPL Financial.

The Strength and Wisdom of LPL Financial

LPL Financial does not offer proprietary products, thus enabling independent financial advisors such as those at InVestra, as well as banks, and credit unions who partner with LPL to offer their clients objective, professional advice. An open-architecture platform provides customers with access to thousands of options for commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors. The Freedom of Choice can be yours by choosing InVestra.

Let’s begin to build a plan for prosperity.