Acera Wealth Management partners with LPL Financial, LLC, the nation's largest independent broker-dealer to provide the highest quality services to independent advisors.


  • Local corporate office in Charlotte, NC

  • No bias, no quotas, no proprietary processes

  • Over 14,000 financial advisors free to serve the best interests of their clients

  • Firm solely focused on enabling your success

  • Integrated technology platform

  • Trading and clearing

  • Data management and reporting

  • Practice management support


Benefit from our culture which embraces advocacy, inclusion, and support.




LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets.  The Company provides proprietary technology , comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions.  LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning Magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement asset plans served as of March 31, 2015.  In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions.  LPL and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego.  For more information, please visit (

*based on total revenues, Financial Planning Magazine, June 1996-2015

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states : AL, CA, CO, FL, GA, ID, IL, MI, MN, MO, NE, NC, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA


Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor.



Check the background of investment professionals associated on this site on FINRA's Broker Check.


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