TOGETHER AT LPL
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
AN INDUSTRY LEADER
EXPERIENCE TRUE FREEDOM
Gone are the days of choosing between independence and support. As an independent financial advisor at LPL, you can choose the exact level of service that fits your needs—up to and including outsourcing your entire back office to us.
With competitive pricing and payouts, technology that works—and works together—and expert consultants who help you grow your business, you’ll have everything you need to thrive.
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|Advisory platforms||Transition assistance|
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When you partner with us, you’ll benefit from the scale and experience of a nationally leading wealth management firm. We’ve helped thousands of advisors, banks, institutions, RIAs, and large enterprises turn their aspirations into realities.
What does your vision of success look like? Schedule a confidential conversation to find out how we can help you take your business where you want it to go.
March 1, 2021
March 1, 2021
As a self-clearing firm, LPL Financial centralizes and simplifies your business. One sign-on, one client portal, one team to call. And more flexibility.
Run your practice from a single, integrated workstation with one sign-on. Connect to our dedicated service and operations team with one call—80% of all calls are answered within 30 seconds. Design investment strategies for clients of any size on our flexible, open-architecture platforms. And open 99.5% of common account types online, including most advisory accounts.
WHAT ADVISORS ARE SAYING ABOUT LPL
“The LPL platform really places clients first and allows us to give back to the community. Everything we did as part of this move and every decision we made was with our own clients in mind. When someone walks through the door at Claritas, we want them to know the whole company works for them.”
– Brian Lynn
“[LPL doesn't] have any proprietary funds or products; rather, we were told to select whichever products we felt were best for the client’s situation. This client-centric approach really resonated with me and felt right. Thus began my avenue toward the independent model."
– Laurie Barela
When you partner with us, you’ll benefit from the scale and experience of a nationally leading wealth management firm and broker dealer. We’ve helped thousands of advisors, banks, institutions, RIAs, and large enterprises turn their aspirations into realities.
Schedule a confidential conversation to find out how we can help you take your business where you want it to go. We take your privacy seriously, and our representatives will connect with you on your schedule, through your preferred mode of communication, and always in complete confidentiality. We can’t wait to hear what your vision of success looks like—and how we can partner with you on your journey.
1 As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.