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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
LPL Financial Newsroom
Find the most recent LPL news, advisor stories, and press releases as well as the latest commentary from the LPL Research team.
LPL welcomes Synergy Wealth Alliance
OSJ Christopher Bordner and the team at Synergy Wealth Alliance have joined LPL from Cetera Financial Group. They serve $650 million in assets.
LPL welcomes advisors Jim and Andrew Wallisch
Father and son financial advisors Jim and Andrew Wallisch have joined LPL Financial from Raymond James. They serve $385 million in assets.
LPL Financial earns 100 in HRC’s Corporate Equality Index
LPL received a perfect score in the Human Rights Campaign Foundation’s 2020 Corporate Equality Index.
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.