Clearpoint Advisors
ClearPoint Advisors is a Registered Investment Advisor affiliated with Private Advisor Group.
Private Advisors Group started its roots as Morristown Financial Group in 1997. It was founded by Patrick Sullivan and John Hyland, who saw the need for greater support for independent advisors. Recognizing that compliance can be a true burden, Patrick and John wanted to assist local advisors with outsourcing services so they could focus on their businesses. The group quickly gained a reputation for being vigilant in its risk management process and began attracting other successful advisors who aimed to outsource functions that did not add value to their practices, such as compliance and supervision.
Today, Private Advisor Group is comprised of a network of advisors who can expect professional supervisory and compliance oversight, advocacy within the broker-dealer and beyond, and personal service from staff members who know their business intimately.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the
belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.