SUPPORT | INDEPENDENCE | ADVOCACY

An established branch may provide the perfect combination of autonomy and support.

Our goal is to provide our advisors access to the state-of-the art resources and payouts that can only result from significant economies of scale, while maintaining a local presence.

Whether you choose to affiliate with the Flagship Harbor Advisors Network as a registered representative of one of our local affiliated offices, or brand your practice under your own name, we make it possible to serve your clients your way.

As an independent advisor, the client relationships you develop belong to you and you alone. You’ll be free to build a substantial future for yourself and your family. With each new client relationship, you’ll be building equity in your own business—creating a tangible asset that you own and can pass along or sell when you’re ready to retire.

Why LPL Financial

We chose to partner with LPL Financial, the nation’s number one independent broker/dealer* because the firm’s sole focus is on helping financial professionals manage the complexities of running successful practices. LPL Financial provides access to leading-edge tools, technology and trading platforms; independent investment research; dedicated service and training; and extensive business development resources. More than two thousand LPL Financial employees from Boston to San Diego assist affiliated advisors with everything from product knowledge and objective research to client service.

LPL Financial has also developed high-quality continuing education programs for financial advisors to ensure they fully understand the latest available products and the most suitable uses. LPL Financial’s training discipline also stresses the necessity and the benefit of adhering to both the spirit and letter of the securities laws when selecting investment options.

* As reported in Financial Planning magazine 1996-2017, based on total revenues.

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