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
Women-Led Platinum Wealth Management Joins LPL Financial
Platinum Wealth Management Goes Independent

Platinum Wealth Management is growing their way by going independent at LPL. Learn why they moved to LPL.

Client Goals Meeting
3 Steps to Show Value

Show your value by focusing on trust and client goals.

The resources to help you create and maintain your marketing plan.
6 Step Advisor Marketing Plan

Discover how to build a strong marketing plan in just six steps.