Broker Check

About LPL Financial

LPL Financial is our broker dealer of choice.  The financial advisors of Chaney and Marin Financial Planning, LLC are not employees of LPL Financial but rather use the services and tools offered by LPL Financial to fulfill the needs of our clients. With headquarters on both coasts, LPL Financial supports our financial advisors 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 is one of the leading financial services companies and the largest independent broker/dealer in the nation*, and a publicly traded company on the NASDAQ under ticker symbol LPLA. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in our goal of protecting and growing their clients’ wealth.

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.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2016, based on total revenues.