Pride Alliance Advisor Business
Community (LGBTQ+ Advisors)

Diversity and inclusion isn’t just a buzz phrase, and the culture and values it represents are important to us at LPL Financial as it is to you and your clients. We believe diversity and inclusion not only broadens horizons and sparks innovation, but it is the right thing to do. Here at LPL, we assist financial advisors to run a practice built on their terms and one that enables their clients to achieve their financial goals.

As our communities evolve and our nation’s demographics undergo a historic transformation, our vision is for LPL to be the industry's destination for underrepresented financial advisors. The Pride Alliance Advisor Business Community was established to ensure that our industry continues to think more progressively and that financial advisors who identify as LGBTQ+ have a forum to connect, share best practices, and grow their businesses.

LPL partners with advisors like you, to give you the resources, financial technology, and support needed to manage a thriving practice. You will have the freedom to run your business your way and the flexibility to focus on helping your clients pursue their financial goals. Join LPL's community of LGBTQ+ financial advisors where LPL is invested in, and supports your success as an advisor.

Awards & Recognition

2019 WealthManagement.com Industry

Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI)

LPL Financial received a score of 100% in the Foundation’s 2022 Corporate Equality Index (CEI), measuring corporate policies and practices related to LGBTQ+ workplace equality.

InvestmentNews 2019 Diversity Champion

WealthManagement.com

2019 Industry Award received for LPL Financial's commitment
to advisor diversity and inclusion.

InvestmentNews 2019 Diversity Champion

InvestmentNews

2019 Diversity Champion for programs in support of advisor
and investor diversity and inclusion.

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 ine-cient 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 e-ciently. 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.

The Value of Being an LPL Financial Advisor

Lee V. Bethel - President , Comprehensive Benefit Services Inc.

“As an independent, gay advisor who is very active within our local LGBTQ+ professional and non-profit communities, it’s important to be affiliated with a firm that walks the walk. LPL has consistently received a perfect 100% score on the Human Rights Campaign’s Corporate Equality Index, an annual national benchmarking survey measuring corporate policies and practices. Showing this commitment to LGBTQ+ equality is necessary to retain and attract new advisors to LPL from within our community, and helps send a critical message to our existing and future clients as well."

Jeremy Gussick, MBA, CFP ®
Gussick and Barnett Financial Planning

Denika Tokunaga, - President, Maven Wealth Management

“I worked for another broker-dealer before coming to LPL and I’m glad I did because, sometimes, you don’t know how good you have it until you see the other side. I’ve seen what my experience as an advisor could have been at another firm, and I’m so happy I made the switch in 2009. In being an independent advisor with LPL, I have never felt like my practice was anything but my own. There is no pressure to work with clients a certain way, use certain investments, or run your business in certain way. LPL has always pushed to give us the resources that we need to succeed, while giving us the flexibility to choose what is best for us and our clients.”

Carrie Aburto, CFP ®, CRPC ®
Financial Advisor and Owner - Core Wealth Management

Carrie Aburto: The Accidental Advisor

The owner of Core Wealth Management stumbled into being a financial advisor at the recommendation of her then girlfriend — now wife — to attend a presentation on financial planning. “Once I went and learned that being a financial advisor means working with numbers, which appeals to me with my business degree, and also working with people, I was pretty much hooked,” she said.

For Carrie, it was the daily nuts-and-bolts work of being a financial planner that opened her eyes to a fulfilling career choice. “The carrot, for me, was working with clients in a way that I thought they should be worked with, which meant that I had to be my own boss, and that’s pretty much how I fell into things,” she said.

Learn more about Carrie.

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News & Insights

LPL Financial Sponsors Emerging Advisors to Attend Annual Women Advisors Leaders Forum

LPL Financial announced that it has awarded scholarships to 10 emerging LPL advisors to be able to attend the firm’s annual Women Advisors Leaders Forum.

Photo of financial advisor Diane Gardner

LPL Advisor Sees Opportunity in Diversity

LPL Advisor Diane Gardner shares her story on building a successful practice helping women.

Forbes Recognizes 21 LPL Women Advisors in 2020

LPL congratulates the 21 affiliated advisors included in Forbes Top Women Wealth Advisors list.

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.

Pride Alliance Advisor Business Community (LGBTQ+ Advisors)