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Our Relationship with LPL Financial

When Pinnacle Wealth Management was founded in 1998 we were looking to create and build a firm that could be independent. We did not want to be forced to place our clients into limited approved investments which is the case at most investment firms. We wanted to be able to offer you, the client, a variety of investment options that were suited to you and your needs.

After researching options, we selected LPL Financial as our broker/dealer. They allow independent advisors to be independent by allowing them to run their practices in a manner that is good for both the investor and the advisor. By partnering with LPL Financial we can be independent but we are not alone.

LPL Financial is a nationwide company with offices on both coasts. They support financial advisors by offering a wide range of services and tools including:

  • Integrated Technology
  • Independent Research
  • Practice Management Programs and Training
  • Comprehensive Clearing and Compliance Services

LPL Financial understands that providing you, the investor, with independent investment advice is critical to its financial security. LPL Advisors can provide objective advice and investment recommendations because the firm has no proprietary products to sell.

We are grateful that LPL Financial allows us to put you first so that the advice and investment options that we give you are in your best interest. They also allow us to deliver a high level of service that would not be possible without this partnership.