Todd W. Welch
LPL Financial is the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans. But, more than that, our organization is known for our strength and stability, a great reputation in the industry, an exceptional compliance record, and excellent customer service. All these attributes have translated into vibrant growth.
To really understand who we are, it’s important to know what we believe: that objective financial guidance is a fundamental need for everyone. That’s how we enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundations for turning life’s aspirations into financial realities. With the support of LPL, thousands of financial professionals manage billions of dollars, enabling their clients to fulfill their dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 610-520-2305.