I was on the phone… talking to people on the Transitions team, getting the pieces of data I needed to get things moving very quickly. That transition support was invaluable.- Gerald Denney, Principal and Founder, Piedmont Wealth Management
Your book of business reflects a tradition of client care. That’s why your Investment Transitions Consulting team will help ensure your clients’ assets are transferred seamlessly and efficiently.
Because your book of business is really the chapters in the lives of so many, LPL takes the same care and expertise to transition those assets to your partnership with us. Look to your Investment Transition Consulting team for:
Just as your clients look to you to transform their goals into reality, LPL will provide the investment transition support you need to help you achieve the dreams for your firm.
Let’s get started.