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
LPL Financial’s Mission Leads to $1 Trillion in Assets image
Taking Care of Advisors Leads to LPL’s $1 Trillion in Assets

With an increase of over 2000 advisors in a year over year comparison, it seems LPL’s appeal is growing with professionals across the industry.

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Case Study: FPD

Financial Planning Department joins LPL to find stability

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What Drives Practice Value

Learn what drives value and what you can do to maximize it for your business.

MEET YOUR LPL REPRESENTATIVE