LPL Hispanic & Latino Advisor
Business Community

As a financial advisor of Latinx descent, you have a distinctive background and unique experiences and insights. LPL wants to celebrate your diversity and has established a community of like-minded peers you can plug directly into that’ll be instantly invested in the success of your business and ability to serve your clients on your terms.

LPL will also partner with you to give you the resources, financial technology, and support you need to manage a thriving Latinx practice . You’ll have the freedom and flexibility to focus on helping your clients pursue their financial goals.

Wealth Management Award

Join LPL's community of LGBTQ+ financial advisors where LPL is invested in, and supports your success as an advisor.

Wealth Management Award

2021 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 Financial Advisor at LPL

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“Relationships are the best part of being an independent financial advisor with LPL Financial. Partnering with LPL provides me with the resources to be a fiduciary of my client’s wealth while still being able to create investment portfolios customized to meet their individual needs. As a Hispanic advisor, LPL has proven to have a welcoming culture, as can be seen with our Spanish language educational material for clients and multiple Advisor Business Communities for advisors to share experiences.”

Eloy de la Garza
Senior Wealth Advisor, LPL Financial

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LPL’s Advisor LPL Inclusion Council is “made up of advisors at all the different levels of practice, with different backgrounds and specialties. It's become this wonderful resource at LPL that continues to get better every year as the council expands. The people who run the council started noticing that the more we provide to this group, the more we're providing to the firm. I'm very proud of the work we've done.”

Jason Valle – Advisor and Present
IV Financial

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“The restrictions of being a wirehouse advisor weren’t so obvious until I came to LPL. I couldn’t wear my hair this way, or wear this lipstick color, or I could only wear these two color suits. As a Latina, I am a colorful and affectionate and I wanted to be authentically me when interacting with people. I’ve been in the industry over 25 years, and I’ve never felt so at ease, so invited, so part of something… and with that has come outstanding success. My clients and I both know that the color of money is green, but LPL recognizes that there is something about giving me an outlet to express myself that helps me be the best version of myself. Muchas gracias LPL for being a great partner in helping me help my clients, in the way I believe is best for them!”

Laurie Barela
Founder & CEO
Vargas Wealth Management

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 glass ceiling

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.

LPL Hispanic and Latino financial advisor business community

At LPL Financial, we support a growing community of successful Hispanic and Latino financial advisors. Our advisors come from a variety of backgrounds and bring unique experiences and perspectives to the job. You’ll have the chance to join this community to network and learn valuable practice management skills at forums including:

Hispanic & Latino ABC

This meeting includes roundtable discussions and professional networking with advisor peers, along with curated content to support the growth of your business

Hispanic/Latino Bimonthly Office Hours

This virtual meeting brings to the table topics of interest and best practices that will assist with business growth. Also allows advisors to network with their peers.

News & Insights
First Hope Wealth Management logo image
LPL Financial Launches Private Client Services Network

New program creates a full-service option for LPL advisors to use vetted providers to better serve the needs of affluent clients

Financial advisor Lisa VanArsdale Lakeview Wealth Management image
Female Advisor Empowers Women Advisors & Investors Alike

“We have a passion for changing the face of our industry to look more like the clients we serve.” - Lisa VanArsdale

Financial Advisor Deborah Danielson image
Deborah Danielson and Advisor Independence

“I dwell in possibility.” The opening line of Emily Dickinson’s poem on the power of writing can also serve as the anthem for how financial advisors serve their clients—and the philosophy of Women’s History Month.

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.