San Dimas Office
413 East Foothill Boulevard, Suite 100
LPL was founded in 1989
Financial professionals serviced
Financial institution partners
Ranked no. 466 on the Fortune 500 List 1
In the United States2
3rd-party investmentservices to banks and credit unions3
In the United States4
LPL has home offices in Austin,
Boston, Fort Mill, San Diego, and financial professionals located in all 50 states
Client Accounts Served
Brokerage and advisory client assets, serviced or custodied
Access to your account information via our mobile app and portal
Access to a breadth of investment solutions—from mutual funds to bonds to alternative investments—and fee-based investment programs that your financial professional can leverage to craft your customized portfolio
Data as of May 31, 2021
Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Sustainable mutual fund options
Sustainable exchange-traded fund options
We invest in cybersecurity and data privacy to keep you and your clients protected from cyberattacks
Risk & compliance experts provide you guidance and oversight
Cybersecurity experts to keep you and your clients protected
In charitable donations in 2020: The LPL Financial Foundation provides direct financial support to charitable organizations, offer matching gifts for LPL financial professional and employee contributions, and coordinate ongoing employee giving and volunteer activities
This material was prepared by LPL Financial, LLC.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
If your financial professional is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC/NCUA or Any Other Government Agency
Not Bank/Credit Union Guaranteed
Not Bank/Credit Union Deposits or Obligations
May Lose Value
LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC.
BD-670441-0221 Tracking #1-05151518 (Exp. 07/22)