Broker Check

Our Relationship with LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, meaning that advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. 

The importance of independence in our profession is that we are free to choose the products that we determine fit our clientele best as opposed to filling a mandate or quota as some of our competition can be encouraged to do. LPL has an extensive research department that supports investment decisions by providing objective data and input. We have access to some of the best investment products worldwide and are free to utilize these products at our discretion, without influence from LPL or its "bottom line." To be independent at Summit Consultants, Inc. is to be free to act in the best interest of our clients, and we would not have it any other way. 

Thousands of financial advisors nationwide rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. 

For more information about LPL Financial, visit