Black Financial Advisor Community

You know your clients best. As a Black financial advisor at LPL Financial, you’ll find intentionally designed experiences and tools that make it easier for you to help your clients pursue their financial aspirations as you build and run your practice your way.

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Helping You Thrive as an Advisor

Our vision at LPL is to be a truly inclusive firm. The Black Advisor Community at LPL cultivates inclusive connections and leverages tailored resources to deepen relationships with existing clients, reach underserved investors, and discover innovative ways to deliver wealth management to Black and African American communities. 

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 share your voice and learn from other Black advisors
  • Attend sponsored conferences to network with like-minded financial advisors and leaders across the industry

Grow

Achieve sustained growth through industry-leading initiatives and training.

  • Access sales, marketing, and educational materials to connect with minority and underserved investors
  • Continuously improve through professional development opportunities for you and the next generation of Black 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

Representation Matters

Build on relationships formed from shared interests, mutual concerns, and the desire to deliver for your clients.

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Advisor Inclusion Council

Leverage the advocacy of this diverse group of representatives – including fellow Black advisors – 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 Black financial advisors. 

group of diverse business people chatting while standing

LPL Community Hub

Maximize peer networks to build relationships, discover opportunities, and achieve goals. The LPL Community Hub brings 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 Black and other diverse financial advisors. 

 

 

 

"LPL gives a voice to the voiceless. As a woman in this industry, and as a Black woman, we oftentimes are not seen, nor are we heard. However, ever since affiliating with LPL, I have been given a voice and also a face. And I’m very happy about that and very proud of it."

Denika Tokunaga, MBA, CFP®, CRPC®

President, Maven Wealth Management

Conferences and Organizations We Support

  

 

caafp logo
aaaa logo: association of african american financial advisors shaping the future

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