Business Model Options

There are more ways to pursue the success you envision than ever before.However you define success, LPL offers a business model that provides flexibility and the ability to customize the practice, program, or team that you want to build.

Your LPL Representative

Our business development representatives have broad experience in the financial services industry and specific knowledge of the opportunities offered by LPL. They will work to help you find the right fit for your practice and your clients’ needs.

Transitioning Your Practice

Our goal for every advisor, program, or team transitioning to LPL is to provide value from the minute they start working with us. You can rely on our experience to help you create a seamless and cost-effective transition plan for your practice.

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Payouts and Pricing

At LPL, we focus on ways we can help improve advisors, programs, or team profitability. Our production grid was designed to allow you to retain more of the revenue you generate through competitive payouts and bonuses, while managing your expenses with reasonable costs and charges.

News & Insights
Forbes America’s Top Women Advisors text in image
Forbes 2024 Best-in-State List

Learn what it takes to become a top advisor from LPL advisors ranked in Forbes 2024 Best-in-State list.

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Keep Intergenerational Wealth in Your Practice

Advisors, learn how to retain key client relationships before and after a generational wealth transfer.

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Why Partnering with LPL Makes Sense for Financial Institutions

Stay ahead with LPL Institution’s platform comprehensive solution that can elevate your firm's wealth management program.