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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
About LPL Financial
LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and investment advice.
Rewarding careers with LPL
If you have an entrepreneurial spirit, a passion for service excellence, and the need to excel, then you share our philosophy.
Our history
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Our culture
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
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.
Our history
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Find out more about LPL in our first-ever Sustainability Report. Learn about our environmental, social, and governance standards when you access the report here:
Corporate snapshot (as of September 30, 2019)
16,349
Financial advisors
$719
Advisory & brokerage assets ($ billions)
$543
Q3 2019 gross profit ($ millions)
Our financial strength
Throughout our history and across various economic cycles, LPL Financial has consistently produced solid and stable earnings results.
Locations
LPL Financial also offers opportunities at the locations listed, as well as many other locations. Check our job listings for current opportunities.
Government Relations
The LPL Government Relations team supports financial advisors, investors, and our employees by developing and advocating positions on issues that impact our business and our industry.