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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
LPL helped provide financing to acquire the practice and to structure the deal. They went out of their way to make the transition as easy as possible for us.
- Jack Hillis, President, Hillis Financial Services
Accelerate your Growth
LPL provides consultative support for sourcing, constructing, and funding the deal you want to grow your business. We have decades of experience assisting advisors with acquisitions, and we can help you avoid potential pitfalls. Our services include:
- Consultative services and deal structuring
- Idntifying buyers and sellers
- Providing loan capital
*Hillis Financial Services and LPL Financial are separate entities.