Broker Check

Blue Fountain's Partnership With LPL
& Why It Matters To You

Our advisors at Blue Fountain excel at giving robust financial advice, but our clients deserve and demand a world class, high tech experience as well.   Thus, partnering with firms who excel at providing these services is key, and these partnerships allow us to compete with the services offered by the larger corporate players in the industry while remaining a boutiqe and independant organization.  Over time these must be revisited and benchmarked to maintain our standards, and in 2023 the firm made the decision to partner with one of the best...LPL Financial.

About LPL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.


*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)

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