LPL Financial Research

LPL Financial has one of the largest in-house research teams of any independent broker/dealer. This experienced research team provides unbiased, conflict-free information that clarifies the financial landscape. This leads to more informed decisions for you, our valued clients.

The LPL Financial Research team consists of experienced professionals who interpret and adjust to the latest economic and financial developments to ensure your Custom or Model Wealth Portfolio benefits from consistent monitoring and meaningful, current information. You can be confident that the recommendations and findings of LPL Financial Research are the product of an experienced, objective partner.

The LPL Financial research team closely monitors and analyzes:

  • Trends in the marketplace and economy
  • Investment managersí historical performance and characteristics in relation to their peers
  • Effects of combined managers and allocation on overall portfolio performance and objectives
  • Structure of the investment and asset allocation models

LPL Financial has no proprietary products, no investment banking relationships, nor any other business interests to get in the way of providing unbiased information and recommendations.

Learn more Who We Are, What We Do

Learn more about Our Sophisticated Research Process

LPL Financial Research Publications

Securities and advisory services offered through LPL Financial, A Registered Investment Advsior - Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI


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