About LPL Financial

Independent Advisor Alliance is powered by the resources of LPL Financial LLC, the nation’s largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA). As a result, IAA can offer clients increased strength, stability and the vast resources of an industry leader. IAA’s proximity to the LPL Charlotte office allows for the development of relationships with key LPL personnel. These relationships are instrumental in providing exceptional service, advocacy and value to our clients.

*LPL Financial provided service to approximately $615 billion in brokerage and advisory assets as of December 31, 2017. LPL is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017). The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 15,000 financial advisors and over 700 financial institutions. LPL Financial and its affiliates have primary offices in Boston, Fort Mill, and San Diego. For more information, visit www.lpl.com.


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