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
female financial advisor talking to couple image
7 Tips For Advisors When Talking to their Clients

Today’s investors want more. Learn how to meet their expectations through effective questioning.

papers on table with sticky notes image
6 Steps to Building Your Advisor Marketing Plan

LPL can help you build a strong marketing plan for your practice. Read LPL’s six tips to build your plan.

Running the Business for Independent Financial Advisors
Going Indie with LPL’s Strategic Wealth Services

AdvisorHub spotlights how financial advisors can own a business without the stress of running it.

MEET YOUR LPL REPRESENTATIVE