LPL Financial handles personalized investment advice, financial planning, sophisticated wealth management and insurance and tax planning for wealth management firms. Like every system in your stack it holds a slice of the firm — 8 million americans served, $2.3 trillion in total advisory and brokerage assets and 32,000+ financial professionals served — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your LPL Financial agreement permits you to extract, store and reuse, then land accounts, positions, holdings and transactions over an encrypted SFTP feed into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there LPL Financial data is no longer a silo. It joins your custodial feeds, planning tools, billing and CRM under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.