Technology has emerged as a clear and critical differentiator for advisors looking to retain investing clients and grow their practice for the future. Advisors and broker-dealers that prioritize the investment and utilization of technology have a significant strategic advantage i...

At LPL Financial, we believe knowledge is power, especially when it comes to supporting investing clients. We’re here to empower you through financial literacy and help you get the most out of the financial team in your corner, so you’re prepared for the financial seasons ahead (...

“We extend a warm welcome to Jack and the entire JFC Financial Services family. We are experiencing a flight to quality in the independent space, and we are pleased to be their firm’s choice for enhanced service and support to be able to grow and deliver value to their clients.” ...

“LPL continuously invests in technology and operational efficiencies, which have helped them become a leader in the industry. We know LPL will stay up to date as the industry evolves.” - Scott Torosian

“The industry is evolving dramatically and quickly, and it was important for me to be part of a leading wealth management firm with a wide variety of innovative resources.” – Michael Gavett

“LPL Financial places a high priority on delivering an exceptional client experience, and technology is a key enabler of this goal.” - Nitesh Ambastha

“We are excited to move to a fully independent platform with LPL’s robust digital technology, combined with The Network’s local support and additional resources.” – Bill Roland

“By aligning with LPL, we now have access to innovative technology and a broad range of resources to enhance how we serve the diverse population of people who come through our doors.” – Holly Miller

“After extensive due diligence, the entire team determined that LPL would be the best partner to help us provide our clients with innovative technology solutions that allows them to aggregate, plan and track all of their financial aspects in one place.” – Cory Summers

Learn how LPL Financial is driving innovation to reduce the complexity, time, and workload – while increasing overall satisfaction – for financial advisors transitioning their practice.