Upstream / LPL Partnership
We're independent — and we're not alone. Our practice is supported by the Upstream Investment Partners network of over 130 advisors and the LPL Financial independent advisor platform.
The Network
Our practice is part of Upstream Investment Partners, a network of more than 130 independent advisors who share research, resources, and best practices — giving our clients the depth of a large organization with the personal relationship of a boutique practice.
About LPL Financial
LPL Financial is a full-service wealth management firm that believes advisors and institutions should have the freedom to choose the business model, services and technology they need to run successful businesses. As a leader in the financial advisor-mediated marketplace, LPL has increasing scale and flexibility to serve the growing market for comprehensive financial advice. LPL Financial is a team of 9,000 people serving over 32,000 financial advisors and 1,200 financial institutions, who bring financial advice to 8 million families (source: LPL.com).
LPL is steadfast in its 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, LPL takes care of its advisors, so they can take care of their clients.
For more information about LPL Financial, visit www.lpl.com.
Financial advisors served
Financial institutions
Families receiving financial advice
Source: LPL.com
Existing clients can view accounts, statements, and documents securely through LPL AccountView.
Client Account Access