LPL AT A GLANCE
Effective wealth management is enhanced by the right partner. In the same way you benefit from our knowledge and guidance, we benefit from the insights and oversight of LPL, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL doesn’t offer proprietary investment products or engage in investment banking activities; this means we are not influenced by LPL to sell its products. With thousands of financial professionals nationwide, we are able to rely on LPL’s tools and resources to provide financial guidance and recommendations to help address your needs.
By affiliating with LPL, we have chosen a firm that strengthens and elevates the services we can provide you, while guiding you toward your financial goals.
As the nation’s largest independent broker/dealer¹, a RIA custodian, and leading provider of third-party² brokerage services to banks and credit unions, we are backed with an enormous catalog of services and resources, such as:
1 Based on total revenues, Financial Planning magazine 1996–2020
2 2018/2019 Kehrer Bielan TPM Survey. Based on financial institution market share.
For your convenience, please use the following links to access research provided by the LPL Investment Research Team:
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA: For more information about LPL Financial, click HERE.
8116 Old Federal Road, Suite C
Montgomery, AL 36117
Office: (334)659-1436
Cell/Text Phone: (334)398-6904
Toll Free: (800)376-2012
Fax: (334)659-1436
Securities offered through LPL Financial, Member FINRA/SIPC. Hagen Wealth Management is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS | Independent Advisor Alliance's Form CRS