LPL Nashville

About Our Company

Who We Are

LPL Financial-Nashville

LPL Financial specializes in delivering high-quality, personalized wealth management services to a small group of successful individuals, families and business owners. We provide a family wealth management approach that includes Investment Management, Financial and Retirement Planning, plus Insurance consulation for Life and Long Term Care. The entire staff, in consultation with tax and legal professionals, seeks these Objectives:

  • Simplify your financial life.

    Simplify your financial life and help you achieve your financial goals.

  • Generate the necessary income for you.

    Generate the necessary income to sustain the lifestyle you deserve now and in retirement.

  • Build a legacy.

    Build a legacy for the ones you love and the things you care about most.

To accomplish theses objectives, LPL Financial limits the number of clients we serve, allowing the firm to provide concierge-level care, ensuring each client has the best possible experience.

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Did You Know?

  • LPL is the largest independent Broker/Dealer in the nation.

    LPL is the largest independent broker/dealer in the nation with more than 11,000 affiliated financial advisors nationwide and $238 billion in assets under management.

  • LPL Financial operates independently, and is not bank-owned.

    LPL Financial operates independently, providing large company benefits while avoiding the conflicts of interest that can arise in traditional brokerage firms.

  • LPL's research is also independent and not influenced.

    LPL's research is independent and not influenced by an in-house research department.

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