Financial Advisor Services, Inc. operates as a business unit within LPL Financial, one of the largest independent broker-dealers in the United States. FAS is not a direct-to-consumer advisory firm but rather a B2B service provider. Its mission is to empower independent financial advisors by offering a suite of solutions, including transition assistance for advisors moving their practice, marketing support, technology platforms, and operational services. This model allows financial advisors to outsource many back-office and business management functions, enabling them to focus more on serving their clients and growing their practice under the LPL Financial umbrella.

Founded in

Switzerland