Managing Your Financial Advisor Business

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

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.

LPL Financial 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.

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