LPL’s New Independent Employee Advisor Affiliation Model

New model offers advisors the benefits of being independent—including ownership of their book of business—with the security and stability of being an LPL employee.

LPL Welcomes Cashman Consulting

Cashman Consulting has joined LPL from Kestra Investment Services. The firm reported having served approximately $670 million in advisory, brokerage and retirement plan assets.

LPL Welcomes Bernicke Wealth Management

Bernicke Wealth joined LPL Financial, aligning with Great Valley Advisor Group. They reported having served approximately $530 million in advisory and brokerage assets with TD Ameritrade and Triad Advisors, part of Advisor Group, respectively.

Around the Table: diversity and inclusion video series

Episode 6

LPL leaders and advisors share their own experiences that demonstrate just how personal diversity and inclusion is

Episode 7

Financial advisors share perspectives on being among the few representing certain backgrounds.

Episode 8

Join LPL leaders and advisors as they discuss how something as simple as a hello can make people feel included.

Help for New York Life Insurance Policyholders

If you’re experiencing hardship due to the COVID-19 emergency in New York State, your insurance carrier or annuity provider may be able to help. Find out more about your rights, and see if you qualify for a temporary grace period due to financial hardship. 

Blyth & Associates Financial Services Moves to LPL Financial in Midst of Pandemic

“After looking around the industry, we believe LPL is ahead of the curve, and my entire team is excited about the enhanced digital efficiencies that will free us up to spend more time with our clients.” – Bill Blyth

LPL's Commitment to Financial Professionals and Employees During COVID-19

We are focused on providing the service and support our financial professionals and their clients need during this critical time, while ensuring our employees are safe and empowered to deliver on our mission.