LPL Financial

We're thrilled to be finalists for 4 WealthManagement.com Industry Awards 🏆 From high-net-worth services to cutting-edge tech, from nurturing the next generation to streamlining estate settlements – we're pushing boundaries across the board. This year's event is huge. Over 400 companies sent in 1,000 entries and 287 organizations were chosen as finalists in a firm or individual category. It's like we're competing in a financial services decathlon, minus the javelin throw (thankfully 😉). 📲 Follow us on Instagram (@lpl_financial) for live updates from the #Wealthies starting at 6:30pm ET / 3:30pm PT.

We’ve announced an agreement to acquire The Investment Center, Inc. Headquartered in New Jersey, The Investment Center supports approximately 240 financial advisors who manage about $9 billion of brokerage and advisory assets. Learn more about this deal and how it will help fuel new capabilities and differentiated experiences that help our advisors and institutions thrive → https://bit.ly/3z6PJwA

Let's build something great—together. 🤝 From the #LPLFocus mainstage, Aneri Jambusaria, managing director of Business & Wealth Solutions, challenges us all to envision a future where our collective impact transforms lives.

We’re excited to welcome Tom Gannon as executive vice president, Chief Advocacy Officer. With over 25 years of government relations experience, Tom will lead the firm’s Political Action Committee and government relations efforts at the federal, state, and local levels, partnering closely with policymakers, regulators, and industry groups. Learn more → https://bit.ly/4e9t5T7

Not just your partner… but part of your journey. At LPL Financial, and especially in Client Success, this is how we approach every day – how can we best serve our advisors in their journey?

What if the overlapping circles of the financial services Venn diagram began to merge into one? Where insurance providers, asset managers, and wealth management firms work in harmony for the benefit of clients. We're witnessing a transformative shift. Traditional industry boundaries are blurring, paving the way for a more integrated approach to financial services. The key implications include: • Development of holistic, cross-sector solutions • Acceleration of product innovation through collaborative efforts • Streamlined access to diverse financial instruments and strategies Curious about the potential impact on your practice? Joanna Kanakis, SVP, Institution Business Development and head of Product Manufacturing, dives deeper in our Institution Insights blog → https://bit.ly/3Z2NN2T

Nobody will remember: - Your salary - How "busy you were" - How many hours you worked People will remember: - The trust you built with clients - How you didn't know what "LPL" stood for - How you helped them achieve their financial goals

What happens when military precision meets financial expertise? Today, we're witnessing a powerful alliance as over 30 financial advisors from Academy Financial, Inc. and PFG Advisors join forces. This partnership brings together two respected firms with a shared commitment to client service. Founded by U.S. Military Academy graduate Harry Horn, Academy Financial has built its reputation on integrity and professionalism since 1992. They're now joining forces with PFG Advisors, known for their comprehensive financial planning approach. Together under the Academy banner, this combined team offers a wide range of expertise, from innovative wealth strategies to business succession planning. By choosing LPL, they're enhancing their ability to deliver personalized financial advice with improved tools and capabilities. Learn more about Academy's growth story → https://bit.ly/4fUZhLO

And that's a wrap on #LPLFocus! Three days ago, we welcomed you to San Diego; now, we bid farewell. Join Bobby Remis for one last tour of the incredible journey we've shared. From mainstage moments to networking and everything in between, you've embraced every opportunity to grow, learn, and connect. Thank you for making this an unforgettable experience. 📅 Mark your calendars for August 10-13, 2025 – Focus returns to San Diego! P.S. We've got more Focus content for you over on Instagram (@lpl_financial). Check it out!

And just like that, an incredible finale to our #LPLFocus – inspiration, innovation, and connection. Thank you for making this event an unforgettable experience. We can't wait to see how you'll put these insights into action.