Winston Wealth Advisors has formed a strategic partnership with LPL Financial, one of the nation’s leading retail investment advisory firms and independent broker-dealers.
This collaboration allows Winston Wealth Advisors to tap into LPL Financial’s robust resources, technology, and comprehensive services. By leveraging LPL’s vast investment platforms and operational support, Winston Wealth Advisors can focus on what they do best, providing tailored financial advice, helping to Identify solutions, and creating wealth management strategies for their clients. This synergistic relationship underscores Winston Wealth Advisors’ commitment to maintaining its client-first approach while benefiting from the scale and efficiency that LPL Financial offers.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report”