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LPL FINANCIAL LLC (LPL) RELATIONSHIP SUMMARYEffective March 31, 2022LPL (referred to as we or us) is registered with the U.S. Securities and Exchange Commission as a brokerdealer and an investment
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LPL Financial LLC is a broker-dealer and registered investment advisor.
Any financial institution or individual who is registered with LPL Financial LLC must file.
The form for filing with LPL Financial LLC can be completed online through their portal or submitted via mail.
The purpose of filing with LPL Financial LLC is to comply with regulatory requirements and disclose financial information.
Information such as financial statements, disclosures of conflicts of interest, and client information may need to be reported.
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