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
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How Wealth Management Leaders Create Differentiation

Learn 4 ways wealth management firms can remain competitive and retain top talent.

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Early Succession Planning Can Fuel Long-Term Growth

Succession planning is a powerful way to discover potential for long-term growth. Learn more.

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3 Deal Structures for Buying an Advisory Practice

Learn common deal structures to buy or sell a book of business and prepare for ownership transition.