Gain Professional Support. Focus on Your Financial Future.6

 

LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds. 

Gain Professional Support. Focus On Your Financial Future.

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LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds.

Learn more

Financial Advisors

Choose a level of support that suits your needs and adapts along with your financial practice as you evolve.

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Investors

Strengthen your financial future. Find an LPL financial professional who can help you prepare. 

Plan for your future

POSITIONING YOUR INSTITUTION FOR SUCCESS

Shane Kunz

CFP®, CIMA®

Founding Partner and Wealth Advisor at Outcome Private Wealth

Our clients are our No. 1 priority. After learning about all the additional resources from LPL—everything from trading capabilities to client management software to additional tax-based financial planning tools.

Read Shane’s story

Joe Accardi

RFC®, CWS®, AIF®

Founder and Chairman at Accardi Financial Group (AFG)

We chose to move to LPL to cement a relationship and to be more efficient and flexible in how we run our practice. We believe LPL’s size, scale and commitment to innovation will provides our clients access to enhanced technology, simplified statements and enhanced service experiences.

Read Joe’s story

Ken Royster

CLU®, ChFC®, RICP®

President and CEO and Wealth Consultant at First Genesis of Virginia

What sealed the deal was the fact that they had confidence in me. Once I started the transition it was clear they wanted me on the LPL team and they still value me as part of the LPL family.

Read Ken’s story

Denika Tokunaga

MBA, CFP®, CRPC®

President and Wealth Manager at Maven Wealth Management

As a sole practitioner, having the breadth and strength of all of LPL’s resources means everything to me… I needed to be able to build the business the way I wanted to, without having the organization tell me what types of products I needed to use for my clients.

Read Denika’s story

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LPL’s experience can make a difference for you test.

#1

Independent Broker Dealer in the U.S. 1

#3

RIA Custodian in the U.S. 2

#1

Provider of 3rd Party Investment Services 3
fortune 500

Company 4

Our dedication to advisors, enterprises, and investors:

logo logo

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Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

learn more

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with LPL to ensure they can put your best interests first, while benefitting from LPL’s continual investment in investor-facing technology. 

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Industry insights

Stay informed with the latest trends and topics impacting the financial world.

May 2018 Monthly Metrics

Corporate

LPL Financial Reports Monthly Activity for May 2018

LPL Financial

Matt Audette Annual Growth Stock Conference

Advisor-Related

LPL Financial Presenting at William Blair's 38th Annual Growth Stock Conference

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Advisor-Related

LPL Financial and 626 Financial Welcome Tom Anderton and Ryan Howard

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Ready to take the next step?

 

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation test.

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1 As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
2  Cerulli Associates, 2022 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 2022 Fortune 500

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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title

LPL’s experience can make a difference for you test.

#1

Independent Broker Dealer in the U.S. 1

#3

RIA Custodian in the U.S. 2

#1

Provider of 3rd Party Investment Services 3
fortune 500

Company 4

title

LPL’s experience can make a difference for you test.

#1

Independent Broker Dealer in the U.S. 1

#3

RIA Custodian in the U.S. 2

#1

Provider of 3rd Party Investment Services 3
fortune 500

Company 4

Our dedication to advisors, enterprises, and investors:

logo logo

test testing

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

learn more

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with LPL to ensure they can put your best interests first, while benefitting from LPL’s continual investment in investor-facing technology. 

In publishing and graphic design, Lorem ipsum is a placeholder text commonly used to demonstrate the visual form of a document or a typeface without relying on