LPL Products for Advisor Clients

Gain access to a broad range of non-proprietary products that give you the freedom to offer the right financial planning, services, and solutions to address your clients’ goals.

Alternative investments

Meet more of your clients’ needs with LPL’s support and access to alternative investment products.

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Cash and banking services

Cash, banking, and credit card solutions provide convenience and strengthen your brand.

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Mutual funds and ETPs

Choose from more than 475 mutual fund families for a broad product range offering.

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Fixed income

A fixed income stream is a growth opportunity. LPL helps advisors leverage fixed income products.

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Insurance

LPL Insurance Associates helps advisors offer appropriate life insurance proposals.

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Annuities

A comprehensive annuities selection, and support for the service your clients deserve.

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Equities

Client-facing publications on equity sectors offer valuable market insights.

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Investment transitions

Your book of business reflects a tradition of client care. That’s why your Investment Transitions Consulting team will help ensure your clients’ assets are transferred seamlessly and efficiently.

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