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You are here: Home / Blog / First Dances – “Susan On Money” for the Week of 11/02/2011

First Dances – “Susan On Money” for the Week of 11/02/2011

November 2 By Linkous Group

Hi Everyone,

Life is full of first dances. Sophia just attended her first middle school dance this past Saturday. It’s impact on Mom rivals other first dances for sure. This week, I want to talk about the impact first dances can have on us.

I remember the first time I reached out to Linsco Private Ledger (now LPL Financial). I wanted to join a Broker/Dealer that would truly allow independence. I wanted unbiased investment research. I wanted to sell no proprietary products.

I was deeply frustrated when they said my firm wasn’t large enough for them. That was a long time ago.

Thanks to you, I have grown and they don’t seem to mind having me around now. LPL Financial and I have been dancing together for about a decade and I want to give you an update on just who they are. You should know who you’re dancing with.

LPL Financial is now a publicly traded company under ticker symbol “LPLA”. It is a mid-cap stock headquartered in Boston with support offices in Charlotte and San Diego. According to Financial Planning magazine, LPL Financial is the nation’s largest independent Broker/Dealer from 1996-2011 based on total revenue.

What impresses me is that they/we did it without selling proprietary products. LPL Financial enables the independent financial advisors, banks, and credit unions with whom they partner to offer their/my clients truly objective, conflict-free advice. The open-architecture platform provides customers with access to thousands of commission, fee-based, cash and money market products manufactured by hundreds of third-party product sponsors.

My daughter had the courage to dance at her first dance. I had the courage to call LPL Financial years ago, LPL Financial had the courage to go public and remain independent, and I want you to have the courage to stick to your investment plan. . . then go dancing!

Until next week,
Susan Linkous

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