LPL Financial Selects Bernstein-Rein As Marketing Agency Of Record

Feb 27, 2013, 09:15 ET from LPL Financial LLC from ,Bernstein-Rein

BOSTON, Feb. 27, 2013 /PRNewswire/ -- LPL Financial LLC – the nation's largest independent broker-dealer, a leading RIA custodian, institutional service provider and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) – today announced the selection of Bernstein-Rein as its marketing/communications agency of record after a comprehensive review process.

Based in Kansas City, Mo., Bernstein-Rein (BR) will provide strategic and execution support across the marketing ecosystem of LPL Financial, including brand positioning, strategic planning, advisor recruitment, social media, media planning and buying, and digital strategy.

The move to retain Bernstein-Rein is part of LPL Financial's commitment to reinvest resources in the company's marketing and brand platforms to generate even broader recognition of the LPL Financial brand and an awareness of what it stands for among investors, industry professionals and the general public.  The company expects that an enhanced brand presence will reinforce the ability of the advisors and institutions it supports to acquire and retain client relationships.

Joan Khoury, Managing Director and Chief Marketing Officer of LPL Financial, said, "We are delighted to partner with Bernstein-Rein, a true agency leader that showed us strong out-of-category thinking and, most importantly, clearly demonstrated how their strategic process will directly benefit the advisors and institutions. Our decision to retain BR is an important step in our overall plan to upsize our public visibility through a branding strategy that creates strong messaging around our company's value proposition, along with a clear and compelling market identity for both our advisors and institutions, as well as our firm."

"We are extremely pleased to welcome LPL Financial to the BR family," said Steve Bernstein, president of Bernstein-Rein. "Their commitment to the entrepreneurial spirit really struck a chord with us. As an independent agency in a highly competitive industry, our ability to create differentiating and ownable insights is integral to our success. We're so pleased that we've found a partner, not just a client. I'm looking forward to a productive, collaborative relationship with this outstanding company."

About Bernstein-Rein Bernstein-Rein is the Agency of Impact: a full-service marketing/communications agency dedicated to delivering hard-hitting business ideas and innovative marketing solutions.

Impact is our creed. We forge impactful strategy that creates laser-focused consumer insights; insights that drive impactful creative work; creative work that moves consumers and impacts sales.

And since we measure everything we do, Agency of Impact isn't just a handle; it's proof of who we are.

About LPL Financial  LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2012), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. LPL Financial and Bernstein-Rein are not affiliated.




LPL Financial Media Contacts

Betsy Weinberger

LPL Financial

(858) 909 6845


Bernstein-Rein Media Contacts

Josh Davenport


(816) 960 5674


SOURCE LPL Financial LLC; Bernstein-Rein