PATE FLOYD III

LPL Financial in Lumberton is a prominent provider of investment and business solutions tailored for independent financial advisors nationwide. With a comprehensive suite of tools, technology, and resources, LPL empowers advisors and their clients to achieve success. Discover how LPL Financial in Lumberton can support your financial goals and help you thrive in the competitive landscape of the financial industry. Explore the innovative solutions and support available to enhance your business and client relationships. Generated from their website's infomation

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.

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.