Social responsibility
Social responsibility is integral to who we are as a company, how we interact with each other, our communities, and our planet, and how we conduct business.
Financial professionals (and licensed staff members) transitioning to LPL — use the transition portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL financial professionals — take advantage of LPL’s business process platform, ClientWorks, to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
To send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or to report hand delivery to a prospect or existing client.
Clients of LPL financial professionals — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more with Account View.
If you have an entrepreneurial spirit, a passion for service excellence, and the need to excel, then you share our philosophy.
Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
Social responsibility is integral to who we are as a company, how we interact with each other, our communities, and our planet, and how we conduct business.
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
If you have an entrepreneurial spirit, a passion for service excellence, and the need to excel, then you share our philosophy.
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
Social responsibility is integral to who we are as a company, how we interact with each other, our communities, and our planet, and how we conduct business.
Financial professionals
Total advisory & brokerage assets ($ billions)
Gross profit* ($ billions)
* Trailing Twelve Months (TTM)