LPL Enterprise

LPL Enterprise (LPLE) works to meet the unique needs of financial institutions and enterprises. We understand the importance of delivering sound financial advice at scale – and how that translates to running a thriving business.

What is LPL Enterprise?

LPL Enterprise provides professional support and enterprise-level solutions for financial institutions. With LPL Enterprise, the institutions we serve are able to choose how they partner with us. We offer a variety of wealth management services and products to properly match the needs of an organization and enhance the experience of both financial professionals and investors. With the right tools and support, we enable institutions to empower their clients and deliver an exceptional experience.

Form CRS

Download Form CRS

DISCLOSURES

Account Disclosures, Agreements, Fee Schedules & Conflicts of Interest

Account Agreements and Account Packets
- Brokerage Agreements
  - Account Packet - LPL Enterprise Master Account
- Advisory Agreements
  - Account Packet – Model Wealth Portfolios (MWP-LPLE)
- Subscription-way Business Agreement
  - Account Packet – LPLE Brokerage Services Agreement
Brokerage Compensation and Related Conflicts of Interest
LPLE Form ADV, Part 2A "Brochure" for Advisory Services -
- LPLE Firm Brochure

Investor Support

For questions about LPL Enterprise, contact (877) 205-3540.