The Full Story
LPL Financial's History and Support
The financial professionals with Wilkins Wealth Management Group are affiliated with LPL Financial one of the leading financial services companies and the largest Independent Broker/Dealer* in the country for the last 32 consecutive years as reported in Financial Planning Magazine, June 1996-June 2025, based on total revenue.
#1 Independent Broker/Dealer in the Country for the Last 32 Consecutive Years*
*Based on revenue, as reported in Financial Planning magazine, June 1996-2025
LPL Financial is solely in the business to provide independent advisors with the tools, training & support they need to provide customized financial advice to their clients. LPL Financial doesn’t offer any proprietary products nor do they engage in investment banking activities. Bill is able to provide customized investment recommendations without product or sales quotas. Bill has access to some of the most comprehensive, non-proprietary investments and insurance products in the industry. Moreover, Bill can use any third party economic & investment research he trusts will have a positive impact on preserving and building wealth for his clients.
For more than 4 decades, the firm has served as an enabling partner, supporting financial advisors in their goals of preserving and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: - Enabling technology, - Comprehensive clearing and compliance services - Practice Management programs and training - Independent research. LPL Financial understands that providing Americans with customized investment advice is critical to their to their financial confidence. Because the firm has no proprietary products to sell, LPL Financial advisors can provide customized advice and investment recommendations. The firms mission is clear: We believe that customized financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com
