AdvisorHub’s Meet the Custodian with LPL
LPL’s Marc Cohen talks about RIA custodian partnerships on AdvisorHub’s Meet the Custodian.
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
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
AdvisorHub on How LPL Helped Great Valley RIA Grow
AdvisorHub shares how Great Valley RIA partnered with their custodian, LPL Financial, to grow.
Going Indie with LPL’s Strategic Wealth Services
AdvisorHub spotlights how financial advisors can own a business without the stress of running it.