Hispanic & Latino Financial Advisor Community

As a financial advisor of Hispanic and Latino descent, LPL Financial celebrates your unique background and offers a community of like-minded peers dedicated to the success of your business. 

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Driving Winning Outcomes for Spanish-Speaking Advisors

Join a growing community of Hispanic and Latino financial advisors at LPL, where you'll have access to customized services and innovative technology to expand the breadth and depth of your advice. Enjoy the freedom and flexibility to grow a thriving practice, deepen relationships with existing clients, and reach new investors seeking financial advice.

As a member of the Hispanic & Latino Advisor Community you’ll benefit from a partnership that supports your success. 

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 Hispanic and Latino financial advisors
  • Attend sponsored financial services industry events to expand your network and connect with industry leaders 

Grow

Achieve sustained growth through industry-leading initiatives and training. 

  • Tap into the ability to deliver wealth management podcasts and videos for investors in your native language
  • Access sales, marketing, and educational materials to connect with diverse and underserved investors, including some Spanish translated versions
  • Continuously improve through professional development opportunities for you and the next generation of Hispanic and Latino 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

Built for Your Needs

You have a voice in shaping your future.

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Advisor Inclusion Council

Leverage the advocacy of this diverse group of representatives – including Hispanic and Latino advisors – from independent firms and institutions. Along with providing feedback and input on LPL’s strategic roadmaps, 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, members devote their time and passion to make progress towards LPL's vision to be the most inclusive firm in the industry for Hispanic and Latino advisors, and all underrepresented advisors. 

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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 connection of these groups and how they contribute to long-term business outcomes for ethnically diverse advisors. 

 

 

 

 

"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."

Eloy de la Garza

Senior Wealth Advisor, LPL Financial

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