Our Organization

At LPL Financial, financial advisors have the freedom they deserve to choose the business model, services, and financial technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. LPL’s mission is to take care of our advisors, so they can take care of their clients.

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Making things easier for our advisors

LPL’s mission and values

Financial advisors who partner with LPL Financial are focused on building and growing their practices, all while doing what’s best for their clients. Every employee at LPL is focused on doing everything possible to make that easier for them.

It’s a mission that each of us embraces. It inspires us to innovate, challenges us to think differently, and guides our decisions, priorities, and actions.

No matter what role or department we’re in, we’re each empowered to make a difference that ultimately benefits the advisors we support. We take care of our advisors so they can take care of their clients.

 

One team on one mission

We believe that it is up to each of us — every single employee — to deliver on our mission.

Seek, embrace, and apply feedback

We learn from our mistakes and use feedback to help us get a better outcome.

Stop and consider the big picture

We exercise sound judgment, spot issues before they happen, and solve problems using data and logic.

Value progress over perfection

We experiment, learn, iterate, and innovate. We share bold ideas and take calculated risks to create extraordinary new capabilities.

Deliver results

We make it easy for advisors to do business with us, as we earn their business every day and hold ourselves accountable for delivering real results.

Explore our organization

Whether you’re an investor, financial professional, or potential LPL employee, you can learn more about what LPL has to offer.

Meet our leadership

Learn more about the LPL Financial leadership team.

 

Press and media

Connect to LPL and its leaders to gain insights an analysis on industry trends, news, and LPL offerings.

LPL IN THE NEWS

Gain perspective with insights focused on what matters most to financial advisors.

Corporate

LPL Financial Welcomes Momentum Wealth and Advisors

LPL Financial

Corporate

The Warter Group Joins LPL Financial, Seapoint Wealth Advisors

LPL Financial

Corporate

LPL Financial Reports Monthly Activity for October 2023

LPL Financial

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Ready to take the next step?

 

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation.

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