We know that managing your wealth and planning for important goals like retirement and estate planning can be complex and time consuming. You require an objective partner you can trust to bring the right experience and resources when pursuing your financial goals.
As an independent firm, Provider Financial has access to objective research and a comprehensive array of tools, resources and technology. We have the freedom to offer objective financial guidance and a wide variety of objective investment recommendations.
Working with LPL Financial
We believe that objective investment advice is critical to our clients’ financial security, which is why we chose to partner with LPL Financial as our broker/dealer. We work with LPL Financial to create a practice that allows us to implement our philosophy and set our own standards for client service.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.