LPL was founded with a revolutionary vision: Help financial professionals build competitive businesses while they served their clients' best interests. And more than 30 years later, that remains true of LPL today. Building on that foundation, LPL offers comprehensive support for financial professionals across the spectrum of our industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL.
Upstream Investment Partners
We remain affiliated with Upstream Investment Partners and continue to work with the team on a regular basis.
Further info about Upstream
Our affiliated group of advisors - work and collaborate under a cooperative group name of Upstream Investment Partners. The group works as a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.