{"id":810,"date":"2021-07-28T08:31:20","date_gmt":"2021-07-28T12:31:20","guid":{"rendered":"https:\/\/www.garrettandrobinson.com\/?page_id=810"},"modified":"2024-04-08T14:32:17","modified_gmt":"2024-04-08T18:32:17","slug":"our-partnership-lpl-financial","status":"publish","type":"page","link":"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial\/","title":{"rendered":"Our Partnership \u2013 LPL Financial"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"810\" class=\"elementor elementor-810\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-945241c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"945241c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f4db181\" data-id=\"f4db181\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-8392224 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8392224\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-dcacc1b\" data-id=\"dcacc1b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-92b3687 elementor-widget elementor-widget-image\" data-id=\"92b3687\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"340\" height=\"100\" src=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-1-independent-broker-dealer_340x100.png\" class=\"attachment-large size-large wp-image-1145\" alt=\"ribbon logo\" srcset=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-1-independent-broker-dealer_340x100.png 340w, https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-1-independent-broker-dealer_340x100-300x88.png 300w\" sizes=\"(max-width: 340px) 100vw, 340px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd2d8b8 elementor-widget elementor-widget-text-editor\" data-id=\"bd2d8b8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>#1 Independent Broker\/Dealer in the U.S. <span style=\"color: #081d4d;\"><a style=\"color: #081d4d;\" href=\"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial#disclosure-1\"><sup>1<\/sup><\/a><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-5343aa8\" data-id=\"5343aa8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-59c87c2 elementor-widget elementor-widget-image\" data-id=\"59c87c2\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"340\" height=\"100\" src=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-3-ria-custodian_340x100.png\" class=\"attachment-large size-large wp-image-1144\" alt=\"bar chart logo\" srcset=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-3-ria-custodian_340x100.png 340w, https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_number-3-ria-custodian_340x100-300x88.png 300w\" sizes=\"(max-width: 340px) 100vw, 340px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca97e18 elementor-widget elementor-widget-text-editor\" data-id=\"ca97e18\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>#3 RIA Custodian<br \/>in the U.S. <span style=\"color: #081d4d;\"><a style=\"color: #081d4d;\" href=\"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial#disclosure-2\"><sup>2<\/sup><\/a><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-301609b\" data-id=\"301609b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9177310 elementor-widget elementor-widget-image\" data-id=\"9177310\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"340\" height=\"100\" src=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_services-to-banks-and-credit-unions_340x100.png\" class=\"attachment-large size-large wp-image-1143\" alt=\"house logo\" srcset=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_services-to-banks-and-credit-unions_340x100.png 340w, https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/LPL-Home_services-to-banks-and-credit-unions_340x100-300x88.png 300w\" sizes=\"(max-width: 340px) 100vw, 340px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22172b0 elementor-widget elementor-widget-text-editor\" data-id=\"22172b0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>#1 Provider of 3rd Party Investment Services to Banks &amp; Credit Unions <span style=\"color: #081d4d;\"><a style=\"color: #081d4d;\" href=\"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial#disclosure-3\"><sup>3<\/sup><\/a><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-d845479\" data-id=\"d845479\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b1518ab elementor-widget elementor-widget-image\" data-id=\"b1518ab\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"340\" height=\"100\" src=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/Fortune-500_100x100.png\" class=\"attachment-large size-large wp-image-1142\" alt=\"Fortune 500 logo\" srcset=\"https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/Fortune-500_100x100.png 340w, https:\/\/www.garrettandrobinson.com\/wp-content\/uploads\/2021\/10\/Fortune-500_100x100-300x88.png 300w\" sizes=\"(max-width: 340px) 100vw, 340px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40e3745 elementor-widget elementor-widget-text-editor\" data-id=\"40e3745\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Fortune 500 Company <a href=\"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial#disclosure-4\"><sup><span style=\"color: #081d4d;\">4<\/span><\/sup><\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec4da06 elementor-widget elementor-widget-text-editor\" data-id=\"ec4da06\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Since 2004, our firm has been locally owned and partnered with LPL Financial.<\/p><p>By offering securities through LPL (member FINRA\/SIPC), we\u2019re independent wealth consultants. In other words, we\u2019re free to make recommendations based on what we believe will do the best to achieve your individual financial objectives. We don\u2019t make our recommendations based on what a parent company thinks \u201ceveryone\u201d should have in their portfolios.<\/p><p>A Fortune 500 company, 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 <span style=\"color: #081d4d;\"><a style=\"color: #081d4d;\" href=\"https:\/\/www.garrettandrobinson.com\/our-partnership-lpl-financial#disclosure-5\"><sup>5<\/sup><\/a><\/span> in the markets it serves, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.<\/p><p>With headquarters on both coasts, LPL Financial supports our firm in helping our clients by offering a robust mix of services and tools such as:<\/p><ul><li>Enabling technology<\/li><li>Comprehensive clearing and compliance services<\/li><li>Practice management programs and training<\/li><li>Independent research<\/li><\/ul><p>LPL Financial was formed in 1989 through the merger of two small brokerage firms, Linsco &amp; Private Ledger (founded in 1968 and 1973, respectively).<\/p><p>By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients.<\/p><p>In 2005, LPL sold a 60% ownership stake to two private equity partners, Hellman &amp; Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm. In November 2010, the parent company of LPL, LPL Financial Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA.<\/p><p>As we continue to grow and look to the future, LPL is committed to remaining a trusted resource to our firm. The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with financial advisors who offer guidance to help them face today\u2019s financial planning challenges. These factors mean that providing Americans with independent investment advice has never been more important than it is today.<\/p><p>Financial advisors need a partner that can help them meet the evolving needs of their clients. As a market leader, LPL is well positioned to enable our firm to help our clients do just that. For more information about LPL Financial, visit <a href=\"https:\/\/www.lpl.com\/\" target=\"_blank\" rel=\"noopener\">www.lpl.com.<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-f795c3b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f795c3b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-bf57282\" data-id=\"bf57282\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-052bd7c elementor-widget elementor-widget-html\" data-id=\"052bd7c\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"anchor\" id=\"disclosure-1\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5545ce2 elementor-widget elementor-widget-text-editor\" data-id=\"5545ce2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<sup>1<\/sup> As reported by Financial Planning magazine, June 1996-2021, based on total revenue.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-335203e elementor-widget elementor-widget-html\" data-id=\"335203e\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"anchor\" id=\"disclosure-2\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62330be elementor-widget elementor-widget-text-editor\" data-id=\"62330be\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<sup>2<\/sup> Cerulli Associates, 2019 U.S. RIA Marketplace Report\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d042941 elementor-widget elementor-widget-html\" data-id=\"d042941\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"anchor\" id=\"disclosure-3\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-deac580 elementor-widget elementor-widget-text-editor\" data-id=\"deac580\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<sup>3<\/sup> 2019\/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a0ef46 elementor-widget elementor-widget-html\" data-id=\"1a0ef46\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"anchor\" id=\"disclosure-4\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-95178e4 elementor-widget elementor-widget-text-editor\" data-id=\"95178e4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<sup>4<\/sup> <span style=\"text-decoration: underline;\"><span style=\"color: #000000;\"><a style=\"color: #000000; text-decoration: underline;\" href=\"https:\/\/fortune.com\/fortune500\/\" target=\"_blank\" rel=\"noopener\">2021 Fortune 500<\/a><\/span><\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8815756 elementor-widget elementor-widget-html\" data-id=\"8815756\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"anchor\" id=\"disclosure-5\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80757a0 elementor-widget elementor-widget-text-editor\" data-id=\"80757a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><sup>5<\/sup> Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research &amp; Consulting Annual TPM Report; Fortune 500 as of June 2021)<\/p><p>Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA\/SIPC.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>#1 Independent Broker\/Dealer in the U.S. 1 #3 RIA Custodianin the U.S. 2 #1 Provider of 3rd Party Investment Services to Banks &amp; Credit Unions 3 Fortune 500 Company 4 Since 2004, our firm has been locally owned and partnered with LPL Financial. By offering securities through LPL (member FINRA\/SIPC), we\u2019re independent wealth consultants. In [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":1363,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":"","_links_to":"","_links_to_target":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/810"}],"collection":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/comments?post=810"}],"version-history":[{"count":62,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/810\/revisions"}],"predecessor-version":[{"id":1997,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/810\/revisions\/1997"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/media\/1363"}],"wp:attachment":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/media?parent=810"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/oi_page_folder?post=810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}