Supporting Women Advisors Like You

We invite you to join the LPL Financial community of independent women financial advisors.

We'll partner with you, giving you the resources, 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 858-283-5077.

2020 Women on Boards
Winning “W” Company in 2019 for having 20% or more of its board seats represented by women.1

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

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


Independence on your terms

As an independent financial advisor, you own your client relationships and book of business and have the flexibility to run your business your way.

At LPL, you have a choice of business models to pursue, and whatever you choose, we’ll meet you where you are and support you now and into the future — so you won’t have to change firms if you decide to change your practice.

Why choose LPL Financial?

women business owner

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.

LPL resources for your business

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.

Growth chart

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.

Hear from other women advisors who’ve joined LPL

In their own words

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LPL woman advisor business community

At LPL, we support a growing community of successful women 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:

Women’s Leadership Forum

A conference for top LPL women advisors, focused on business strategies, practice management, and overall growth.

 

Women’s Business Roundtable Luncheons

Hosted at various LPL conferences to build professional networks and share, learn, and grow together.

Focus on Women

An event open to all women advisors and focused on professional development, best practices, and networking opportunities.

 

Regional Women Advisor Events and Study Groups

Opportunities to learn keys to success and best practices from fellow advisors.

News & Insights
LPL Hosts Virtual Women’s Conference Throughout October
LPL Hosts Virtual Women’s Conference Throughout October

The annual conference provides an array of educational, networking and growth opportunities.

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.

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.

1 Catalyst’s most recent report, The Bottom Line: Corporate Performance and Women’s Representation on Boards

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.