You Belong at LPL Financial

Find out how partnering with the nation's largest independent broker-dealer* can help you reach your goals. Whether you're an independent financial advisor or a financial institution, we have the tools, technology, and resources needed to help you and your clients succeed.

*Based on total revenues, Financial Planning magazine June 1996-2020

What we offer advisors

Whether you're an established financial professional or just getting started, we have the technology and tools you need to grow your practice–your way.

 Affiliation options  Training
 Advisory Platforms  Transition help
 Consulting  ClientWorks platform

 

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Advisors, start your LPL journey now

Making a move to a new firm or broker-dealer is a big deal, and we get that. As an advisor, you have a million questions, and we have the answers for you. Connect with a representative near you for a confidential conversation to get started.

Why choose LPL?

At LPL Financial, we offer advisors the unique combination of an integrated technology platform, comprehensive self-clearing services, and open architecture access to a wide range of non-proprietary products. And, it is all delivered in an environment unencumbered by conflicts from product manufacturing, underwriting, and market-making.

Our mission is simple. We take care of our advisors so they can take care of their clients. That’s our mission and it permeates everything we do. Watch to see how the enthusiasm around this mission energizes all of us here at LPL.

 

 

What advisors are saying about LPL Financial

A shared philosophy on serving clients best

A shared philosophy on serving clients best

“LPL’s philosophy is in sync with our own, which is to provide independent, objective financial advice. We believe this move to LPL will allow us to run our business more effectively and serve our clients better.”

– Glen Drake
 

Transparency, technology, and business management support

Transparency, technology, and business management support

“It’s a perfect match for the vision we had for our practice. 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.”

– Brian Lynn

LPL allows firms to focus on what’s best for their clients

LPL allows firms to focus on what’s best for their clients

“Going independent is a big move that ultimately brings more responsibility for me as a business owner. With the services LPL has assembled, it created a clear path to independence. It finally felt like the time was right to do something different for my clients going forward.”

– Mike Ashworth

Start the conversation

Connect confidentially with an LPL representative to ask questions, get answers, and find out how partnering with LPL Financial can help you pursue your goals as an advisor.