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.

Payouts and Pricing

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
LPL Financial’s Mission Leads to $1 Trillion in Assets image
Taking Care of Advisors Leads to LPL’s $1 Trillion in Assets

With an increase of over 2000 advisors in a year over year comparison, it seems LPL’s appeal is growing with professionals across the industry.

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Case Study: FPD

Financial Planning Department joins LPL to find stability

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What Drives Practice Value

Learn what drives value and what you can do to maximize it for your business.