At Kupiec Investment Group, we offer our services in conjunction with Private Advisor Group and LPL Financial. We believe that utilizing the services that both companies have to offer can enhance our own capabilities and provide our clients with the strongest service possible.
Private Advisor Group is a Registered Investment Advisor providing support for Independent Advisors. Private Advisor Group is selective in who they choose to work with. As a result of their selectivity, they have been named #6 on Barron’s Top 100 RIA Firms. Our relationship with Private Advisor Group is one built by trust. They serve as our compliance team, ensuring that the services we provide our clients with are of the highest standard.
LPL Financial is the largest independent Broker/Dealer* in the United States and works with a network of over 19,000 financial professionals. We believe LPL’s unique technology and platform allow us to provide our clients with the best service possible and so does Bank Insurance and Securities Association’s. In 2020, LPL received BISAs Technology Innovation Award for its ClientWorks platform. LPL Financial serves as our trusted custodian, which means it holds our clients’ securities and assets for security purposes.
By leveraging our relationship with Private Advisor Group and LPL Financial, we are capable of providing our clients with high quality services.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
