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
Rob Comfort, president, CUNA Brokerage Services Inc. image
Why Advisors Are Moving Towards Credit Unions

“Credit unions are the most underleveraged opportunity in the financial industry for advisors.”

Man working on laptop computer with child sitting nearby with tablet image
Financial Advice and Advisors Move Home

Advisors are choosing to make the move to independence as they are facing a return to the office.

LPL Monthly News Highlights image
LPL Financial in the News

Making the case for LPL’s Strategic Wealth Services, notable LPL joins, and an advisor team shares their LPL transition experience.

MEET YOUR LPL REPRESENTATIVE