OUR BUSINESS RELATIONSHIP
WITH LPL FINANCIAL
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting more than 20,000 financial advisors, and more than 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.. For more information about LPL Financial, visit www.lpl.com .
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL FINANCIAL BY THE NUMBERS
SERVING & PROTECTING YOUR ASSETS
Data as of August 2, 2022
1 Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and
factors such as profits after taxes, year-end assets and total stockholders' equity.
2 As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
3 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share
of AUM, revenue, and advisors.
4 Cerulli Associates, 2021 U.S. RIA Marketplace Report
Karpf, White & Associates
Wealth Management
Office: 475-227-0075
Fax: 203-900-8719
388 E. Main St., #24L
Branford, CT 06405
mark@karpfwhitewealth.com
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ArekMD to provide information on a topic that may be of interest. ArekMD is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Mark White, Russell Karpf and Michael Taverner are Registered Representatives is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA