LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
“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 interactio...
Advisor Brian Ursu wanted to spend less time on investment management & more providing valuable services. Learn how he put the focus back on his clients.
“The move to LPL also gives me the opportunity to be in my own office and control all of the client-facing activities. LPL truly supports my independence and allows me to operate in the ways that I see as best for my business and...
LPL Research Senior Vice President Matthew Peterson recently served as the corporate host for the LPL Financial Foundation’s fourth annual Personal Finance Symposium to educate local high school students. Organized in partnership with Junior Achievement, the event gathered LPL em...
One of the most followed financial advisors on social media will take over LPL Financial’s corporate Twitter account Monday to share photos, updates and her perspectives live from Focus, LPL’s signature advisor conference.
Immobilized by the pandemic, learn how LPL financial advisor James Luongo fit financial planning into an already busy practice, and how he did it.
In this latest Advisor Showcase, learn how LPL Financial advisor Sam Sharples doubled the size of his practice in the one year with advice and guidance.
LPL's care model is focused on the advisor by providing advisors with the resources they need – a highly trained support staff. Learn who our superstars are.
“With this move, I am able to serve my clients as I see fit while leveraging the robust resources and innovative capabilities provided by LPL and the boutique service from my partners at Gladstone.” – Joe Myer