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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.
Having corporate partners like LPL that can help bridge the gap is critical to the success of our non-profit organization.
- Denise Cubbedge, Director of Development, Anne Springs Close Greenway
The donation enables the local nonprofit to continue its mission to connect people to nature and foster environmental conservation, and its proximity to the campus provides LPL employees with more options for recreation and natural space.
The Greenway is adjacent to LPL’s new Carolinas campus, and offers 40 miles of trails for hiking, bicycling, horseback riding and running. “We’re looking to be an extension of the LPL campus,” said Denise Cubbedge, Director of Development at the greenway. “We want employees to feel just as at home at the Greenway as they do in their new office space.”
The Greenway also offers employee volunteer opportunities and a unique site for team building events. In August, the Greenway hosted an event for LPL employees at the amphitheater, introducing employees to the site and more of what is has to offer them.
“I can’t overemphasize how much we appreciate the financial support LPL has given us. It takes a lot to be able to care for 2,100 acres, 231,000 visitors, 4,500 summer campers, 16,000 school visitors and 120 horses. Having corporate partners like LPL that can help bridge the gap is critical to the success of our non-profit organization,” said Cubbedge.
For more information on the Greenway, please visit: http://www.ascgreenway.org/.
