LPL Financial Honored by Financial Services Roundtable for Community Service Leadership

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Major Initiatives Included LPL May Serve Days, LPL Explore Your Future, and Big Brothers Big Sisters’ Beyond School Walls Program; LPL Continues Community Focus in 2014, With Employees Providing 2,200+ Hours of Service to Date

LPL Financial LLC, the nation's largest independent broker/dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., was among 23 recipients of the Financial Services Roundtable’s Community Leadership 2013 Awards, receiving the award from congressional members at a reception honoring the recipients on July 22 in Washington, D.C.

Nearly 1,000 LPL Financial employee volunteers gave back to their respective local communities in 2013. The 100 separate projects undertaken included encouraging underserved students through Big Brothers Big Sisters’ Beyond School Walls workplace mentoring program and providing high school youth with career exploration through LPL’s annual Explore Your Future program, as well hundreds of employees volunteering in their local communities through LPL’s annual May Serve Days.

The Financial Services Roundtable (FSR) is an industry association representing 100 of the largest integrated financial services companies providing banking, insurance, and investment products and services to the American consumer. The FSR’s Community Leadership Awards are given annually to companies that have demonstrated exceptional commitment to volunteerism, community service and financial literacy.

“We are honored to be recognized by the FSR for our employees’ contributions of their time and talent to help others in our local communities,” said Sallie Larsen, Managing Director and Chief Human Capital Officer at LPL Financial. “Active community engagement is a priority for LPL and our employees, and is one important way we fulfill our mission of helping Americans achieve financial independence. We are proud to join the FSR and their member organizations to promote and enable financial literacy that is essential to reaching this goal.”

LPL is committed to improving lives and bettering communities by fostering economic empowerment for underserved individuals and families. Employee volunteerism, combined with charitable donations provided by the LPL Financial Foundation enables LPL to focus on providing access to educational, career, and financial literacy resources to help individuals achieve their aspirations in life.

*Based on total revenues, Financial Planning magazine, June 1996-2014

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is the nation's largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and more than 720 financial institutions. In addition LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.


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