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| LPL Financial |
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| Access to vast resources of nation's #1 investment broker/dealer* |
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2007 benchmarks
$2.2 billion in revenue, a 29% increase compared with 2006
$237 billion in assets under management
Over 2.4 million client accounts 10,635 Independent Advisors |
World Class Institutional Managers
In each asset class and style, access to leading institutional money managers with superior, "best in class" performance records.
Account Protection
Maximum level of protection for cash and securities held in LPL Financial brokerage; protection up to $100 million.
Industry Leading Investment Research
Highest quality, unbiased research provided by one of the largest independent research departments in the industry.
State-of-the-art Technology/Sophisticated Account Management platforms
Access to all of your aggregated accounts online, anytime, anywhere. Highly customized portfolio platforms combine proven strategies with world class management.
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| Frye Financial Center |
| Unmatched, personalized servicing by independent, local boutique firm |
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Personalized, Comprehensive Approach
Unrivaled ability to provide the access and servicing that simplifies clients' lives and helps them achieve piece of mind. We offer truly integrated management under one roof with our interdisciplinary team of Certified Financial Planners®, Portfolio Managers, Insurance Professionals, 401(k)/Retirement Plan Advisors and Estate Planning Attorneys**(through the Law Offices of Frye & Associates, P.L.)
Independence
We are passionate about providing expert, objective advice and tailoring strategies to meet your needs and goals. We offer no proprietary products and guide you in the selection of unbiased investment solutions and leading investment managers.
Boutique-style Pampering...Our clients are not just numbers to us
We are able to pamper our clients in a way our larger competitors can’t. We hold events throughout the year and every spring, we invite Platinum level clients to our private box at the Sony Ericsson Open (formerly Nasdaq 100) tennis tournament. Our office is a welcoming place where you'll find your favorite beverages and fresh baked treats always being served. |
*Based on revenues, as reported in Financial Planning Magazine, June 1996-2007
**Legal services provided by Frye & Associates, P.L. are separate and independent of services offered by Frye Financial Center. Additionally, Frye & Associates, P.L. and the legal services offered are not affiliated with nor endorsed by LPL Financial. |
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