What is an LPL Financial Advisor?
As an independent LPL financial advisor, I am equipped to offer a range of financial products and services to my clients, including retirement planning, tax planning, estate planning, risk management, debt management, and more. I provide customized advice to help clients pursue their financial goals. Every client has a tailored approach to their individual need.
Read on for more information about LPL financial advisors and the benefits of working with one.
What is an LPL Financial Advisor?
LPL financial advisors are a group of independent financial advisors who are dedicated to providing personalized financial planning and investment management services to their clients. LPL Financial is a registered investment advisor and a broker/dealer. LPL financial advisors have access to LPL's extensive range of investment products and services, as well as its cutting-edge technology and research resources which they can use to help their clients work toward their financial goals.
Over the years, LPL Financial has grown to become the largest independent broker-dealers in the United States*, with a network of over 21,000 financial advisors who serve millions of clients across the country.
LPL financial advisors are professionals who have undergone education and training to provide financial advice and guidance to their clients.
To become an LPL financial advisor, individuals must pass relevant industry exams, such as the Series 7 to sell securities and the Series 66 to provide investment advice.
In addition to these initial qualifications, LPL financial advisors are typically required to maintain ongoing education and training to stay up-to-date on the latest financial products, services, and regulatory changes.
LPL Financial also has a variety of programs and resources available to support the ongoing training and development of its financial advisors. This includes access to research, market analysis, and other tools that can help advisors better serve their clients and stay on top of the latest trends and developments in the financial space.
What is the benefit of working with an LPL financial advisor?
There are many benefits to working with an LPL financial advisor. We can help you address your financial goals such as planning for retirement, saving up for your children’s schooling, eliminating debt, and much more.
As independent financial advisors, LPL financial advisors have no affiliation with any specific financial institution or product. We provide independent advice and recommend the products and services that best meet our clients' needs. This allows us to focus on our clients' best interests and build long-term relationships.
Overall, LPL financial advisors are knowledgeable and experienced professionals who have undergone regular training and education to become qualified to provide financial advice and guidance to their clients.
Horstmann Premier Financial - LPL Financial Advisor in Highland, IL
As an LPL financial advisor, I take great pride in my ability to provide top-notch service to my clients, utilizing the resources and support available through LPL Financial to help me deliver the best possible outcomes for their financial goals.
At Horstmann Premier Financial, I take a client-focused approach to financial planning that is built on a foundation of trust, transparency, and open communication. I believe that every client is unique and that there is no one-size-fits-all approach to financial planning. I take the time to get to know my clients and understand their financial needs and goals so that we can develop a customized financial plan that is tailored to their specific circumstances.
If you are looking for an LPL financial advisor in Highland, Illinois who can help you pursue your financial goals and feel confident about your financial future, I am here to help. Together, we can plan your retirement and estate, manage risk in your portfolio of investments, address debt, and much more.
Contact me today to schedule a consultation and learn more about how Horstmann Premier Financial can help you aim for your financial objectives.