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LPL Financial to Acquire The Investment Center, Inc.

LPL Financial LLC (NASDAQ: LPLA) (“LPL Financial” or “LPL”) today announced that the firm has entered into a definitive agreement to acquire The Investment Center, Inc., (“The Investment Center”) a broker-dealer and registered investment adviser based in Bedminster, N.J.

Investment Advisor Magazine’s 8-Time Broker-Dealer of the Year

Since 1991, Investment Advisor’s editorial staff has conducted a survey where advisors rate their own broker-dealers. There are 15 categories for the advisors to rate, and the broker-dealer that receives the highest rating is named Broker-Dealer of the Year within their division. The Investment Center has been named Broker-Dealer of the Year in 2006, 2008, 2009, 2011, 2014, 2015, 2016, and 2019.

What our advisors are saying

"The Investment Center team is genuinely interested in hearing from the advisors to help grow our practice. Because of the heart, hard work, and values that start at the top of The Investment Center, it has developed into a wonderful team of professionals to work with."

Maria M.

"The technology platform has been a tremendous success for streamlining our back office operations by reducing the amount of time spent completing forms. The commitment from TIC to develop cutting edge technology has freed up our time to focus on our clients and marketing efforts."

John B.

"I made the decision to move from a major wirehouse to The Investment Center. This was one of the best business decisions I ever made. The Investment Center has a dedicated and friendly back office, abundant non-proprietary product offerings as well as a savvy marketing department – all of which have helped me to continue to grow my business."

Kurt S.

The Investment Center gives you exclusive access to a wide range of invaluable resources, grounded in one-on-one relationships with some of the industry’s most accomplished professionals.

Customized website experience

The Investment Center website allows you to consolidate all the best resources available through a fully customizable advisor portal - putting the tools you need to manage and grow your business at your fingertips.

We’re fully focused on your success and providing across the board support for the advisors who partner with us.

– Ralph Devito, President & CEO

Build a stronger future for your business.

Make ONE call, make ONE smart decision, and make ONE critical move.  Discover our singular focus on your success.  The Investment Center is the ONE partner you’ll ever need.  See how our impressive track record was built ONE advisor at a time.

From the day you decide to affiliate with us, our Transition Team will take the lead in helping you get your new office up and running.

We believe there is no other Broker-Dealer in the industry that understands and supports you more in the transition process than The Investment Center. The transition process can be both challenging and exciting, but you’ll know you made the right decision every step of the way.

Learn More Today

Discover what is possible when the focus of an award-winning company is YOU.

 
These testimonials may not be representative of the experience of other customers and there is no guarantee of future performance or success.
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