Services and Support

Our teams can walk you through a broad range of investment options and provide the consultative, marketing, and administrative support you need.

Operational Efficiencies

LPL’s tools are designed to simplify account management, boost practice efficiency, provide scalability, and improve the overall experience that you offer to your clients.

Research

LPL has no proprietary products and no investment banking relationships to promote so you can rely on us to provide advice you can share with your clients.

Products and Platforms

With LPL, you can easily shift the balance between fee-based and commission-based activities to recommend solutions that best address your clients’ goals.

Services and Support

Our teams can walk you through a broad range of investment options and provide the consultative, marketing, and administrative support you need.

Products and Platforms

With LPL, you can easily shift the balance between fee-based and commission-based activities to recommend solutions that best address your clients’ goals.

Operational Efficiencies

LPL’s tools are designed to simplify account management, boost practice efficiency, provide scalability, and improve the overall experience that you offer to your clients.

Research

LPL has no proprietary products and no investment banking relationships to promote so you can rely on us to provide advice you can share with your clients.

News & Insights
Financial advisor growth during pandemic
Growing Your Financial Advisory Practice Now

LPL Financial’s solutions to help advisors during COVID-19

Connect with Clients During COVID-19
3 Strategies for Staying in Touch with Clients in Turbulent Times

Helping financial advisors keep existing clients and gain new ones with technology tools

Remote work challenges
How to Manage Remote Work and Returning to Work

We’re helping advisors who are working remotely or returning to work.

MEET YOUR LPL REPRESENTATIVE