Our Partnership With LPL

We have chosen to work in partnership with LPL to ensure we can offer our clients wealth management advice and solutions that are second to none.  With LPL as our partner, we can also ensure our wealth management practice will deliver exceptional client service and at the same time allow us to have access to the broad range of expertise required to plan, implement, and monitor our comprehensive wealth management approach.

LPL Financial at a Glance

Thoughtful, balanced guidance is a fundamental need for everyone.  LPL provide advisors and financial institutions the tools they need to develop meaningful, long-term client relationships.  LPL helps independent financial advisors support their clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more. 


  • Founded in 1989 through the merger of Linsco (est. 1968) and Private Ledger (est. 1973)
  • Largest Independent Broker/Dealer based on total revenue2
  • Largest provider of third-party investment services to banks and credit unions with 811 Financial Institution Partners (519 Banks and 292 Credit Unions)


LPL and its advisors were ranked No. 1 in customer loyalty out of 30 leading financial distributor firms in the Market Strategies International Cogent Reports 2017 Investor Brand Builder study.  The study also explored key drivers of investor loyalty, and LPL ranked No. 1 in satisfaction with all of the top five areas:

  • Quality of Investment Advice
  • Financial Stability
  • Easy to do Business With
  • Range of Investment Products and Services
  • Retirement Planning Services 

2As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Anton Financial and LPL Financial are separate entities. 

All investing involves risk including loss of principal. No strategy assures success or protects agtainst loss

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