LPL Financial
LPL Financial at a Glance
LPL Financial is the largest independent broker-dealer in the United States, serving 23,000 financial professionals and 1,100 institutions with comprehensive investment, technology, and support solutions. Managing nearly $1.4 trillion in brokerage and investment advisory client assets, LPL leverages the resources of a Fortune 500 firm. With decades of experience, LPL Financial provides an unbiased and trusted platform that enables independent advisors to deliver tailored financial solutions while maintaining full autonomy of their client relationships. Furthermore, LPL’s 100% cyber fraud guarantee ensures the complete protection of client assets.
Our Partnership with LPL Financial
At Desla Wealth Management, we are committed to utilizing top-tier resources to better serve our clients. Our partnership with LPL Financial allows us to offer personalized, independent financial advice, supported by the high-quality resources and stability of a nationally recognized firm.
LPL Financial Provides Desla Wealth Management with:
Custodianship of Client Assets: Guaranteeing security and transparency.
Cutting-edge Technology and Tools: Enhancing investment strategies and client experience.
Operational and Back-Office Support: Allowing us to focus on what matters most: your financial success.
A Dedicated Team at LPL: Working exclusively with Desla to optimize our operations and client service.
Desla Wealth Management’s collaboration with LPL enables us to maintain our independence while giving our clients access to institutional-grade resources and support. By integrating these resources, you can be confident in your financial future.
**Desla Wealth Management is an independent investment firm. We utilize the resources and support of LPL Financial, but we operate independently in providing investment services to our clients.
Have a Question?
Please reach out to us at Desla Wealth Management if you have any questions!
