Establishing Your Business

Create a firm foundation for your practice. Whether you’re an independent financial advisor seeking individual support or heading up a larger institution looking for a broker/dealer, LPL Financial has the support, tools, and resources you need.

Business Model Options

There are more ways to pursue the success you envision than ever before.However you define success, LPL offers a business model that provides flexibility and the ability to customize the practice, program, or team that you want to build.

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Your LPL Representative

Our business development representatives have broad experience in the financial services industry and specific knowledge of the opportunities offered by LPL. They will work to help you find the right fit for your practice and your clients’ needs.

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Transitioning Your Practice

Our goal for every advisor, program, or team transitioning to LPL is to provide value from the minute they start working with us. You can rely on our experience to help you create a seamless and cost-effective transition plan for your practice.

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Payouts and Pricing

At LPL, we focus on ways we can help improve advisors, programs, or team profitability. Our production grid was designed to allow you to retain more of the revenue you generate through competitive payouts and bonuses, while managing your expenses with reasonable costs and charges.

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News & Insights

What Do Advisors Think?

“The transition was smooth. It was like a homecoming and it was fantastic.” – Greg Solis, President, Solis Wealth Management

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MEET YOUR LPL REPRESENTATIVE