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Black Financial Advisor
Business Community


As an LPL Financial advisor, you’ll be connected to a community that is invested in the success of your business and ability to serve your clients, your way.

At LPL, we'll partner with you to give you the resources, financial technology, and community support you need to manage a thriving practice. You’ll have the freedom and flexibility to focus on helping the clients you serve pursue their financial goals.

To find out more about how we can help you succeed, call us confidentially at 858-299-7965

2019 WealthManagement.com Industry
Award received for LPL Financial’s efforts in advisor diversity and inclusion.

InvestmentNews 2019 Diversity Champion
for programs supporting advisor and end investor diversity and inclusion.

The Value of Being an Independent Black Financial Advisor

 

"One of the strongest and biggest reasons I’ve had an LPL advisor for 33 years is the independence that LPL offers to me. While the technology and support that I receive is second to none, it is the ability for me to be totally independent that offers me the greatest benefit in serving our clients. Being free to operate my practice the way I feel is best, and to be able to bring best in class services and products to our clients, is a true benefit of being an LPL independent advisor."

Lee V. Bethel - President , Comprehensive Benefit Services Inc.
CLU®, CHfc®, REBC®RHU®, ChHC®, CAP®, AIF® CPFA, CASL®, C(k)P®

 

“Being a financial advisor is the best professional decision I have ever made. When I decided to become an independent financial advisor I knew I wanted to be with the biggest and the best, which is why I chose LPL Financial! The firm has exceeded my expectations in every way imaginable. The practice management capabilities are limitless, the people are superbly resourceful and innovative, the culture is infectious and the depth of the firm is astonishing. LPL has proven to be everything I didn’t know I needed.”

Denika Tokunaga, - President, Maven Wealth Management
MBA, CFP®, CRPC®


Why choose LPL Financial?



 

The flexibility to run your business, your way

With LPL, you have the freedom to manage your business and relationships in the way that’s best for your business. Because we have no proprietary products, you have the flexibility to manage portfolios and assets. You and your clients can feel confident that their best interests always guide your financial advice. Our investments in advisor-focused technology mean you get to spend more time advising clients and less time on inefficient software.



 

A full range of resources to support your practice

Your partner is the backbone of your business, where you can go for technology, support, and tools to help you manage your business efficiently. With LPL Financial, you’ll have access to experts in succession planning, financial solutions, practice management, and more. The unique service options offered through LPL Business Solutions provide you with dedicated, trained specialists in technology, marketing, finance, and operations to save you time and help grow your practice.



 

Consistent compensation with no barriers

One benefit of being an independent financial advisor and business owner is the compensation you earn for the value you’ve created for your clients. We respect your hard work and, because our success depends on yours, we support you in realizing the highest possible value from your business. Our size and scale allow us to provide competitive payouts, pricing, and fees, with the ability for you to retain more of the revenue you generate.

   
 

We're keeping the conversation going...

 

Hear from Black LPL financial advisors sharing their unique paths to success in our “Around the Table” community conversation series.

This series covers an array of topics including overcoming barriers to success, the benefits of independence and mentorship, and investing in the Black financial advisor community.

 

 

Conferences and Organizations We Support

 

 

 


News & Insights
Shareholder Engagement Promoting Gender Diversity

Impax’s shareholder engagement with T. Mobile promoted diversity and inclusion for women and minorities.

LPL Financial Congratulates Advisor on Award for Charitable Work
LPL Congratulates Advisor on Award for Charitable Work

Advisor Lynn L. Chen-Zhang has received the 2020 Invest in Others Lifetime Achievement Award.

Top Wealth Advisor Moms
LPL Financial Advisors Named ‘Top Wealth Advisor Moms’

LPL congratulates 8 of its affiliated advisors for their dedication to their careers and their families.

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. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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.