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About the Independent Advisor Institute (IAI)
At LPL IAI, we help individuals who aspire to become financial advisors achieve that objective. Designed for candidates new to the industry we help them navigate the logistics of licensing, learn the fundamentals of client acquisition, and provide local mentorship designed for the candidate’s success.
We partner with our 16,000 independent advisors across the country who qualify to become managing advisors and have made the commitment to grow their teams. Together, we provide candidates with three years of income assurances and provide a top notch training program that one would expect from the industry’s largest independent broker-dealer.*
The Case for Becoming a Financial Advisor
As the baby boomer generation is just starting their transition into retirement, and millennials are beginning their journey on wealth accumulation, there is a growing demand for independent advice. Based on advisor demographics, the industry is projected to see a shrinking supply of financial advisors to meet this demand. There is also a need to address the cultural diversity amongst advisors to better reflect the clients they serve.
All put together, this is one of the best times to become a financial advisor.
We Can Help You Reach Your Goals
LPL’s Independent Advisor Institute is here to help you become a financial advisor and successfully capitalize on that opportunity.
Learn more about the program and find the communities where we have open positions. Discover how LPL Financial can help start your journey as a financial advisor. Email Independent Advisor Institute to connect with our team.
We appreciate your interest in the available positions through the IAI program at LPL. And, we celebrate your decision to seek an opportunity that amplifies your career potential as a financial advisor.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
The IAI Program
Find more detailed information about the programs’ timeline, curriculum, and benefits by downloading this brochure.
IAI Program FAQs
Read answers to frequently asked questions about LPL’s Independent Advisor Institute program.