Stonebrook Wealth Management utilizes LPL Financial as its custodian.

 

Over $1 trillion in brokerage and advisory client assets, serviced or custodied

21,000+ financial professionals serviced by LPL

800+ financial institutions partner with LPL

LPL was ranked no. 440 on the Fortune 500 list in 20231

 

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; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to 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 www.lpl.com.

 

1 Data as of June 7, 2023. Fortune 500 ranks U.S. companies based on a review of the prior year’s total revenue and factors such as profits after taxes, year-end assets and total stockholders’ equity.