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.
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.
Your Recruiting Consultant
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.
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.
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.
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.