About LPL Financial
Fenway Financial Group, LLC is an independently owned and operated branch office of LPL Financial. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation* and member FINRA / SIPC.
*As reported in Financial Planning magazine 1996-2015, based on total revenues.
Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL today comprises three headquarters in Boston, San Diego, and Charlotte with more than 5,000 independently owned and operated branch offices nationwide, such as Fenway Financial Group. LPL Financial has served as an enabling partner, supporting financial advisors in their goals of protecting 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.
LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Leading-edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
- Comprehensive clearing and compliance service
During the past decade, LPL has become one of the United State's largest organizations of independent financial advisers.
Full Breadth of Financial Products and Services — As LPL Financial representatives we have access to the tools that help us provide high-quality, unbiased investment solutions, including comprehensive fee-based asset management accounts and a full array of non-proprietary:
- Mutual funds
- Annuities and other tax-sensitive investments
- Domestic and foreign securities
- Direct investments
- Fee-based programs
- Estate and Financial Planning
- Trust Services*
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Access to Top-Notch, Unbiased, Independent Investment Research — Because LPL Financial offers no proprietary products and engages in no investment banking activities, we are able to provide Americans with unbiased investment advice and conflict-free recommendations that integrate a broad scope of investment products, including stocks, bonds, annuities and mutual funds.
LPL's Commitment Creed to Serving its Customers, Us — For more than 20 years, the LPL Financial Commitment Creed has been central to their culture and reflects the firm's singular focus on serving their customer — Us, their financial advisors. Our 2,500 employees in Boston, Charlotte, and San Diego come to work every day focused on living this commitment. They tailor their programs and services to the diverse needs of their customers, enabling them to remain focused on understanding and meeting their clients' needs. Though LPL Financial was originally established to serve the independent advisor, today we serve three customer groups:
- Independent Advisor Services supports more than 14,000 independent and registered investment advisors.
- Institution Services supports financial advisors at more than 750 regional and community banks and credit unions.
- Custom Clearing Services supports approximately 14,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.
Fenway Financial Group, LLC is not affiliated with or endorsed by LPL Financial. No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of each jurisdiction. The LPL Financial Registered Representatives associated with this site may only discuss securities or transact business with persons who are residents of, but not limited to, CA, DC, DE, FL, MA, MD, NC, NJ, NV, NY, OH, PA, TX, VA, WA
If your state of residence is not listed, please locate an LPL Financial Registered Representative in your state of residence by accessing www.lpl.com or calling 1.800.877.7210. Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor Member of the Financial Industry Regulatory Authority (FINRA) / Securities Investor Protection Corporation (SIPC) .