Today's investors are multi-generational, from various ethnic backgrounds, and include veterans, people with disabilities, single parents, members of the lesbian, gay, bisexual and transgender (LGBT) community, and more. All deserve access to objective financial advice. To reflect this diverse marketplace, LPL is strengthening its focus on attracting, developing, and retaining an equally diverse range of advisors. Learn about our growing Diversity and Inclusion initiative.
ClientWorks
The workstation that powers everything about your practice, with integrations into other technologies so everything is connected.
Relationship Summary
Send the Relationship Summary (CRS) to any prospect or existing client via email or regular mail, or report that it’s been delivered.
Account View
Access your account 24/7 from any device and get real-time clarity into your portfolios, transactions, statements, and more.
