LPL Financial: Independence Backed by Strength
At Genesis Wealth, we believe our clients deserve both independent advice and the security of a robust financial infrastructure. That’s why we’ve chosen to align with LPL Financial, the nation’s largest independent broker-dealer*.
As our broker-dealer and custodian, LPL provides the platform, research, compliance oversight, and operational support that allows us to focus on what matters most—you. While Genesis Wealth remains fully independent and privately owned, our relationship with LPL offers the resources of a large, well-established financial institution.
Why LPL?
- Scale & Stability: LPL Financial supports over 23,000 financial professionals nationwide and oversees more than $1.4 trillion in advisory and brokerage assets*.
- Technology & Security: LPL’s advanced technology platform ensures that your accounts are held and managed with leading-edge digital infrastructure and top-tier cybersecurity protocols.
- Unbiased Guidance: Because LPL does not offer proprietary investment products, our advice remains conflict-free and solely in your best interest.
- Regulatory Excellence: LPL is a member of FINRA/SIPC, providing regulatory oversight and insurance protections that give clients added confidence in the safety of their assets.
In short, our partnership with LPL means you get the personal touch of a boutique advisory firm, backed by the strength of one of the most respected institutions in financial services.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)