XMeet Your LPL Representative
Meet Your LPL Representative

Be Valued. Be Independent.

You have aspirations; we have solutions. Take your business to the next level with a resourceful partner that will help you realize your full potential. LPL Financial offers a complete solution strategically coordinated with your business goals.

Learn how we put our scale and leadership to work for:

Individual advisors

Whether you’re an individual advisor or part of a team, LPL Financial offers you the freedom to service clients and build value for your practice, your way.


Maintain your brand while leveraging LPL’s scale and technology to evolve your business model and focus on growth, rather than broker/dealer maintenance.

Financial institutions

Benefit from the scale, self-clearing capabilities, enhanced advisory platforms, and institutional knowledge of a leading investment program services provider.

Sell Your Financial Practice

Sell your financial practice

Whether you still have a few years to plan or you want to sell your business soon, LPL has a network of active buyers who can become your succession plan. Let us show you how we can help you maximize your value and sell with peace of mind.

Establishing your business

Payouts and pricing

LPL Financial's production grid preserves choice and helps you retain more of the revenue you generate through competitive payouts and pricing.

Transition assistance

Change is never easy, but with the tools, resources, and guidance provided by LPL, you can smoothly and effectively transition your practice.

Business model options

LPL Financial offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice, program, or team you’ve envisioned.

Managing your business

Services and support

As a dedicated partner invested in your success, LPL Financial provides the tools, resources, and support to help your practice thrive.


Execute trades quickly and effectively from a single scalable and cost-effective platform with access to product, technology, and support solutions.

Products and platforms

Regardless of business model, discover the wide range of products available on our open architecture and turnkey platform solutions to address client goals.

Growing your business

Business consulting

LPL Financial’s consulting teams provide assistance, guidance, knowledge, and recommendations to help build the practice you envision.

Learning & development

Take advantage of ongoing educational opportunities and conferences to gain knowledge and stay on top of a dynamic industry and unpredictable market.

Financial growth

Through strategic investment and dedicated consulting teams, LPL provides financial advisors with a strong foundation to help their businesses grow.