In March 2008, IBC Bank and LPL Financial entered into a relationship that now allows IBC Investment Services offer an array of investment and planning options that help our clients plan for the future and with their personal goals.
Although investment services have been offered through IBC Bank previously, this established alliance with LPL Financial now allows financial consultants to offer a full, complete and sophisticated platform of investment options that will assist our clients, their families and their businesses plan and reach their financial goals!
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors with their goals of protecting and growing their clients' wealth. LPL Financial's objective 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:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with practical investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective 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; analyzing and developing financial plans that support every stage of its clients' lives; and making product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
*As reported in Financial Planning Magazine 1996-2018, based on total revenue.
Supporting Financial Advisors
LPL Financial offers financial advisors high-touch service, unbiased independent research, superior technology, and diverse investment products and platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best: help their clients attain their financial goals and fulfill their life dreams.
Supporting Financial Institutions
As the nation's largest provider of insurance and investment services to banks and credit unions, LPL Financial offers the products, tools, services, and flexibility financial institutions need to develop customized investment programs for its clients. Clients benefit from the convenience of having their diverse financial needs addressed to the bank or credit union they already know, trust, and do business with.