Our LPL Financial affiliation assures our independence and impartiality along with your protection.
The financial professionals of Yerba Buena Financial Partners, LLC, have selected the leading independent brokerage firm in the United States,* LPL Financial.
For more than four decades, 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.
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:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover 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.
LPL Financial is a member of the Securities Investor Protection Corporation (SIPC). SIPC is the first line of defense in the event a brokerage firm fails owing customers cash and securities that are missing from customer accounts. When a brokerage is closed due to bankruptcy or other financial difficulties and customer assets are missing, SIPC steps in as quickly as possible and, within certain limits, works to return customers’ cash, stock and other securities, and other customer property. SIPC does not bail out investors when the value of their stocks, bonds, and other investments falls for any reason. Instead, SIPC replaces missing stocks and other securities where it is possible to do so … even when investments have increased in value. SIPC does not cover individuals who are sold worthless stocks and other securities. SIPC helps individuals whose money, stocks and other securities are stolen by a broker or put at risk when a brokerage fails for other reasons.
For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning magazine 1996-2011, based on total revenues.
