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.

LPL Financial Creative Graphic

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
Clients want exceptional service from their financial advisor.
Exceeding Client Expectations

How to meet the growing demand for an exceptional client experience.

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.

Take a proactive approach to generating quality referrals.
8 Strategies for Client Referrals

Exceeding client expectations drives customer loyalty, helping turn clients into advocates.