Managing Your Business

Focus on your unique skills in building deep and trusting client relationships while letting LPL provide the services, support, and tools to help increase operational efficiency and profitability. Our tools, consultancy, research, and technology can help you scale your business while enhancing your clients' experience.

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
man and woman sitting at desk talking
Elevating HNW Advisor Business through Whole Client Approach

It’s essential for advisors serving high-net-worth clients to find ways to differentiate themselves. Whole client approach is one of those options. Learn more.

Human Rights Campaign Foundation 2023-2024 corporate logo
Human Rights Campaign Foundation Recognizes Inclusive Workplace Policies and Practices

For the fifth consecutive year, LPL Financial has received a score of 100 in national assessment of LGBTQ+ workplace equality. Learn more.

lpl fnancial’s ken hullngs headshot
LPL Is Dreaming Bigger

Ken Hullings discusses how banks, credit unions, and insurance companies are staying competitive at LPL.