Edward Jones

Founded by advisors, for advisors LPL Financial was formed in 1989 through the merger of two small brokerage firms, Lins co & Private Ledger (founded in 1968 and 1973, respectively).By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors. In 2005, LPL sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Located in Lumberton, NC, Raymond James Financial Services has been a trusted provider of expert financial planning consultation since 2015. Specializing in tailored financial strategies, our dedicated team is committed to helping clients achieve their financial goals with personalized, professional advice. Discover the difference with Raymond James Financial Services and secure your financial future with confidence.