Broker Check

Waddell to LPL Transition:

What's New

Find out more about LPL

In summer 2021, we transitioned from Waddell & Reed Inc. to LPL Financial, the nation's largest independent broker dealer.* Learn more about LPL with the detailed guide LPL: The Power of Affiliation, or get a quick peak at their performance and accomplishments with LPL's At-A-Glance Q4 2020 sheet:

LPL At-A-Glance Q4 2020

LPL: The Power of Affiliation

* Based on total revenue, Financial Planning magazine, June 1996-2020.

New Name, Same Team

We recently transitioned to a new company for our back office support, but our team name "Values & Vision Financial Advisors" and our overall approach and style stays the same.  LPL Financial, an independent broker dealer acquired Waddell & Reed, Inc. in summer 2021. Click below to read some FAQs and watch an informational video about the transition.

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