About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports over 13,000 financial advisors in helping their clients by offering a robust mix of services and tools such as:
-Comprehensive clearing and compliance services
-Practice management programs and training
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2016, based on total revenues.
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Getting Started with U&CO
Meet with us for your free “ portfolio stress test ” and wealth planning check-up. We can help you to look “under the hood” of your portfolio to make sure your money is properly diversified and working hard for you according to your goals , age and risk tolerance.
Consider working with Ulin & Co. for your 401K Rollovers along with your IRA & non-retirement account investment services. Do you know your Risk Index number? Call us today at (561) 210-7887 to set up your free consultation.
Gain a Wealth of Insight™ !:
Ulin & Co: Modern Investing, Traditional Approach
Our firm believes that independence is key to offering you objective investment advice. Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial. Our branch, along with most RIA’s, is positioned to provide you with an objective approach and a consultative (not product) driven process.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!
Financial Advisors in South Florida: If you are seeking to partner with an independent RIA branch office or considering an eventual practice sale, please give us a call to learn more about the strength of partnership with Ulin & Co, Independent Financial Partners and LPL Financial. Click to learn more: Financial Advisor Career Center