Asian American Pacific Islander (AAPI) Financial Advisor Community

Join a growing number of Asian American Pacific Islander financial advisors at LPL Financial. Continue your growth and drive winning outcomes for your clients by leveraging competitive wealth management platforms and tools.

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A Strategic Partnership

Are you searching for personalized ways to deliver wealth management to diverse investors? As a member of the Asian American Pacific Islander (AAPI) Advisor Community, you’ll have access to business solutions, technology, and resources that make it easier for you to take care of your clients, grow your business, and nurture the next generation of investors.

Your unique perspectives can help build confidence with new and existing clients as they pursue their financial goals. 

The Driving Power of Community

At LPL Financial, our goals remain consistent: To build and sustain community and drive growth in our underrepresented advisor segments. 


Connect

Collaborate with peers and exchange insights to enhance your business.

  • Join in-person and virtual events to learn from other AAPI financial advisors and share your voice 
  • Explore creating wealth management podcasts and videos for investors in your native language

Grow

Achieve sustained growth through industry-leading initiatives and training. 

  • Access sales, marketing, and educational materials to connect with investors 
  • Continuously improve through professional development opportunities for you and next-gen AAPI financial advisors

Attract

To support you and your business, we’re thoughtfully growing our diverse advisor communities. You’ll find us:

  • Addressing evolving demographics by aligning financial advisors with America's diverse investor base
  • Collaborating firm-wide to strategically expand our advisor community, preparing to meet future client needs

For You, By You

Feel connected to opportunities, peers, and LPL Financial.

two diverse business people looking and working on a laptop

Advisor Inclusion Council

Leverage the advocacy of this diverse group of representatives – including Asian Americans and Pacific Islanders – from financial advisor firms and institutions. The Advisor Inclusion Council engages with LPL Home Office leaders on topics of representation, current events, and business support needs.

 

Representing a broad range of diversity dimensions, as well as business size, career length, location, and LPL business models, they devote their time and passion to make progress towards LPL's vision to be the most inclusive firm in the industry for diverse financial advisors. 

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LPL Community Hub

Maximize peer networks to build relationships, discover opportunities, and achieve goals. The LPL Community Hub builds powerful connections that contribute to long-term business outcomes by bringing together advisors, admins, and office support staff to network, share best practices, and learn. 

 

Members have shared the powerful connections of these groups and how they contribute to long-term business outcomes for Asian American and Pacific Islander financial advisors. 

 

 

"LPL advisor diversity support has been great, especially in their establishment of different diversity groups. I'm in both an Asian focus group along with a woman's group, and having those support channels to discuss the different issues that come across has been really impactful and helped me feel supported as an advisor."

Lisa Yang, CFP®

Symbio Financial Partners

LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

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Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. 

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Advisor firms mentioned and LPL Financial are separate entities.

For Financial Professional Use Only