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 Creative Graphic
LPL in the News: Growing Supported Independence, Tech & Business Solutions

Hear from LPL execs about the trends fueling organic growth and supported independence.

LPL Financial Creative Graphic
LPL Recognized as Most Responsible Company by Newsweek

LPL has earned recognition from Newsweek as one of America's Most Responsible Companies in 2023.

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Advisor Guide to Asking for Referrals

Learn the eight recommended tips to asking your current clients for a referral to grow your business.