Your Valued Partner in Financial Planning
With over two decades of financial planning service, we at Gill Wealth Management (a branch of LPL Financial) have established ourselves as a trusted partner in financial planning. Our extensive experience allows us to navigate the complexities of the financial landscape with confidence, ensuring that our clients receive the highest level of expertise and guidance.
Who is LPL?
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year. As reported by Financial Planning magazine, 1996-2023, based on total revenue.
LPL Financial was formed in 1989 through the merger of two brokerage firms—Linsco (established in 1968) and Private Ledger (established in 1973)—and has since expanded its number of independent financial advisors both organically and through acquisitions. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego.[6] The company is a member of FINRA and the SIPC.
LPL Financial joined the Fortune 500 list at number 466 in 2021.
Prioritizing Your Financial Well-Being
Our financial planners, located in Fort Collins, Colorado, work closely with clients to get to know their goals and what their risks are. As a fee-based financial planning business and a fiduciary, we prioritize your financial well-being above all else.
