MEET YOUR LPL REPRESENTATIVE

Learn How We Put Our Scale and Leadership to Work for:

Individual Advisors

Pursue your freedom as an independent advisor on your terms. Build your business with LPL Financial’s support.

Wirehouse Advisors

For financial advisors wanting to leave their wirehouse, LPL Financial offers a breakaway solution that supports your transition and ongoing success.

RIAs

Partner with a top custodian that is focused on you.1 Benefit from, a dedicated relationship manager and service team at LPL - no matter your AUM size. 

Broker/Dealers

Broker/dealers are equipped to compete, grow, and thrive with LPL’s extensive resources, support, advanced technology and scalable products and service.

Financial Institutions

Leverage LPL’s expertise to build your institution. We provide support, tools, and resources to build and sustain relationships and grow investment programs.

Women Advisors

At LPL, we support women advisors like you, and we’re committed to your success. Contact LPL for the flexibility, support, and community you need.

Helping clients weather market volatility guide

Learn actionable strategies you can use to reassure clients and reinforce your value during uncertain times.

Tailoring your financial advisory services

Find out how to create a custom advisory plan for each client, designed to last a lifetime.

Improving business valuations

Discover five suggestions for fine tuning and sharpening your book of business to maximize its value and improve your business valuation

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.
News & Insights
Advisor Practice Valuation Factors
Improve Your Market Value

Making these simple changes to your book of business may help increase its value.

Transitioning Business Ownership
Structuring the Deal

Three methods to transition the ownership of practice or book of business.

Maximizing the Value of a Financial Practice
When to Sell A Practice

Learn best practices to monitor and maximize the value and marketability of your financial advisory practice.

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.

Self-Clearing

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.