Establishing Your Business at LPL Financial

Create a firm foundation for your practice. Whether you’re an independent financial advisor seeking individual support or heading up a larger institution looking for a broker-dealer, LPL Financial has the support, tools, and resources you need.

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.

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LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

What Do Advisors Think?

"[LPL was] so accommodating with the transfer. They wanted to try and make this as seamless as possible for me. They know that it's a huge undertaking. They've done a lot of these. They're experts at it. They know how to help transition. They sent out a team to help me. The support was phenomenal. I had my own contact people that I was working with. They were on it. It was a huge undertaking."

Greg Solis, President, Solis Wealth Management


The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Advisor firms listed and LPL Financial are separate entities.

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