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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 $6 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, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego.

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