Broker Check

About LPL Financial

As the largest independent broker dealer in the country*, LPL Financial is focused on providing FDM Wealth Management with the services, tools and resources it needs to manage the complexities of comprehensive financial planning today.  LPL offers no proprietary products and operates on an ‘open architecture’ platform.  This allows FDM Wealth Management to offer any product that is suited to their client’s financial needs.

LPL Financial is 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 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

*As reported in Financial Planning magazine June 1996-2017, based on total revenues.