Let’s Get Acquainted

Our primary goal at The Financial Services Network is to be the foundation and support for your independent practice. Many advisors associate the word branch with working for another advisor or branch manager or entity. At The Network, we built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive. We partner with you, and our services aim to help you meet the sophisticated needs of your clients while adding real value to your broker-dealer and custodial relationships. We offer you the opportunity to leverage our resources, join in advocacy and tap into our experience to expand your business and strengthen your voice within the industry.

As an Office of Supervisory Jurisdiction (OSJ), we provide independent advisors with comprehensive compliance support and oversight so that they can focus their efforts where it matters most: serving the best interests of their clients. But our remit extends well beyond pure compliance to include a large suite of value-added services such as transitions and integration support, business development and consulting, technology consulting, virtual administrative services and portfolio consulting services. Our robust service offerings and personalized support make The Network a perfect home for independent advisors looking for the feel of a tight-knit family office within a robust industry.

 Now You Know a Little about The Network. Would You Like to Learn More?

From Study Group to National Network

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What began as a study group for top advisors over 30 years ago has grown to be one of the largest and fastest growing branch offices within LPL Financial.

Our Story

Why Independent Advisors Choose Us

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We have what you need to grow. Our independent advisors depend on us for our advisor-centered approach, extensive capabilities and collaborative culture.

Our Value

Why We Want to Work with You

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Our community shares a common bond of excellence. We only recruit from a select group of advisors who live and work by a set of defined principles.

Our Advisors