back-header.jpg

PAG & LPL FINANCIAL

Private Advisor Group

Brightworks is proud to align with Private Advisor Group of Morristown, NJ. It was founded by Patrick Sullivan and John Hyland, who saw the need for greater support for independent advisors, such as ourselves. Recognizing that compliance is of significant importance, Brightworks selected Private Advisor Group to add another level of protection for our clients.

Today, Private Advisor Group is comprised of a network of high end advisors with over $30 billion in assets over management. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Brightworks Wealth Management are separate entities from LPL Financial.

LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leader* in the markets they serve, supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide.  At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because advisors know their clients best.

* Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report).  No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021).  Fortune 500 rank 466 as of June 2021.

One of the reasons we chose to join LPL Financial was our ability to leverage their wealth management services, such as:

Financial Planning
LPL Financial Research
Fixed Income
Advisory & Brokerage Consulting
Private Trust Company
LPL Insurance Associates
Restricted Securities
Retirement Partners

 

For more information, please visit www.lpl.com