LPL Financial is the nation’s largest independent broker-dealer, an RIA custodian, and an independent consultant to retirement plans. They offer a host of technology, comprehensive clearing and compliance services, practice management programs, training and independent research to over 13,500 financial advisors and approximately 700 financial institutions. LPL and its affiliates have more than 3,000 employees with headquarters in Boston, Charlotte and San Diego.
Opts is a LPL strategic partner, and has been since 2006. LPL is a leader in a pivotal industry that engaged with Opts at a pivotal moment in their history. During this partnership, LPL focused on growing in scale and scope while Opts has focused on their customer and employee-facing conferences, expos, town halls and summits.