Profiles of how LPL’s flexibility help financial advisors set the pace for their business on their terms.

Our featured awards and recognition reflect our excellence, and our advisors’ excellence.

“We really appreciate the integrated technology and the ease of navigation within ClientWorks and Account View, which is what our clients see to track their portfolio. We love that we can pull different reports and performance numbers from one system." - Parker Inabnet

“We’ve found the client onboarding and trading features within LPL’s ClientWorks platform to be extremely easy to use. The system is intuitive and provides all the tools we need to run our business effectively.” - Greg Hadel

“We want to grow and are looking to LPL’s size and scale to help us do that. We’re thrilled with LPL’s technology—the ClientWorks platform has so many features that help us work quickly and efficiently. We really like the customization that’s available with statements and our cli...

“We wanted integrated technology that would improve the operational efficiency of our day-to-day work, and we can manage all those tasks with LPL’s ClientWorks Connected. We can also do trading, change an address or create a model all from one platform.” – Bill Urbanik

“With LPL, we have found a partner with stability that can help us take the business to the next level. The integrated technology in ClientWorks will really enhance our ability to serve clients with excellence.” – Brad Hendrix

“I love that forms automatically populate in ClientWorks, and I’m especially excited about how clients can visually track their portfolio in Account View. There’s no doubt that LPL technology is going to bring so much more to my client interactions.” – Brian Sheehy

“The ClientWorks technology platform stood out as an industry leader. The ability to do all of my daily tasks in one integrated system, versus opening up five or six programs, will create efficiencies and save hours each week.” – Mike Sisco

“LPL is committed to investing in technology and innovative capabilities like ClientWorks, where everything talks together and is integrated into one system. This is a game changer that will enhance both the client and advisor experience.” – Matthew Bond