By affiliating with LPL, the team at Altitude Financial Services has chosen to strengthen and elevate the services we provide to help guide you toward your financial goals.  As the nation’s largest independent broker/dealer1, an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions2, LPL backs the wisdom and experience of our team with an enormous catalog of services and resources, such as:

  • Objective market research
  • Compliance oversight
  • Innovative technology
  • Ongoing practice consulting and training

1Based on total revenues, Financial Planning magazine 1996-2020
22018/2019 Kehrer Bielan TPM Survey.  Based on financial institution market share.

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 doesn’t offer proprietary investment products or engage in investment banking activities; this means financial professionals affiliated with LPL aren’t pressured or influenced by LPL to sell its products.  Thousands of financial professionals nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help address their clients’ needs.  For more information about LPL Financial, visit

Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone—and financial professionals are best able to serve clients when they have access to innovative tools and solutions that work for them.  Remaining strong in this conviction, LPL formed a political action committee to lobby in Washington on behalf of financial professionals and their clients, helping keep the right to objective advice a constant in our industry.

As LPL continues to grow, they regularly update their service offerings, including new platforms and opinions to ensure financial professionals, banks, and credit unions have the right tools to meet your needs.  LPL’s continued investments in technology and creating efficiencies have helped them become a leader in the industry, and a trusted partner for your financial professional.

Today, LPL provides comprehensive support and a broad range of innovative business solutions to a network of more than 16,000 financial professionals.  LPL has built a reputation for customized service and personal attention, and their research and conferences, which provide your financial professional with educational and training opportunities, are renowned throughout the financial industry. As LPL grows and evolves, they remain committed to the philosophy of objective guidance that has propelled their success and will continue to shape their future.