LPL Financial Independent Advisor Services is a powerful partner for entrepreneurial financial advisors seeking to create their own successful businesses. Since our inception 40 years ago, helping financial advisors establish competitive, independent practices has been at the heart of our mission.
Our successful financial advisors share our passion in providing the quality of financial advice we believe every client deserves and have helped LPL Financial grow to be the nation’s largest independent broker/dealer.* LPL Financial is focused on providing our advisors with the services, tools, resources, and training to help them manage the complexities of running their own practices. In turn our advisors are able to focus on the needs and goals of their clients rather than logistics. We are 100% committed to the success of the financial advisors we serve.
Our open product architecture and innovative fee–based programs, coupled with our research provides our advisors with the tools and flexibility to develop investment programs best suited for their clients.
To learn more about LPL Financial Independent Advisor Services, visit joinlpl.com, our dedicated website for financial advisors.
* As reported in Financial Planning magazine 1996–2007 based on total revenues.
Helping advisors succeed
At joinlpl.com, you’ll find in–depth information on how we support financial advisors. Whether you’re already a top producer or just starting to build a practice, LPL Financial offers the support you need:
- State–of–the–art technology — Streamline daily investment operations, offer customized advice presentations, and simplify portfolio management. read more on joinlpl.com
- Objective research — Research individual securities, mutual funds and asset managers with leading independent research, accessed through easy–to–use online tools and resources. read more on joinlpl.com
- Investment choice and flexibility — Choose from a wide range of separate account and wrap fee structures designed to meet the needs of almost every client. read more on joinlpl.com
- Open Architecture — Access best–in–class load and no–load mutual funds as well innovative fee–based asset management programs.
read more on joinlpl.com
- Comprehensive marketing materials — Build a successful business with both print and online marketing materials customized to your brand and specific marketing objectives. read more on joinlpl.com
- Training and support — Rely on LPL Financial for the support you need, from your daily investment operations to compliance, training, education and beyond. read more on joinlpl.com
Contact us to learn more or visit joinlpl.com.
