LPL features the scale, enhanced advisory platform, and self-clearing advantages financial institutions seek.

Financial Institution Programs & Services

With LPL Financial, financial institutions have access to an array of investment solutions and wealth management platforms, along with technologically advanced strategies, tools, and resources necessary to grow your program and institution.

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Institution Programs

Empowering Financial Institutions

LPL Financial provides bank and credit union programs the support, tools, and resources needed to sustain and grow investment programs and services.

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Institution Support

Dedicated Program Support

LPL’s dedicated growth and efficiency consultants provide tailored support to executives, program managers, and financial advisors in bank and credit union teams.

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Your Recruiting Consultant

Industry-Specialized Focus

Our dedicated financial institution recruiting consultants have broad expertise in the financial services industry and are ready to help you redefine and grow your program.

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Self-Clearing Advantage

A Dynamic and Efficient Platform

Instead of operating off multiple platforms, experience the benefit of an integrated technology solution for processing trades and operations for your advisors.

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Our Business Platform

Improve Operational Efficiency

LPL’s streamlined software and management tools provide easy access to account and client information—whether you’re in the office or on the go.

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Products and Platforms

Open Architecture, More Options

LPL provides your advisors access objective information on a range of products and recommended turnkey platform solutions to address client goals.

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