There are many paths to success. Whether you’re working as an individual, a team member, or part of a larger OSJ, bank, or credit union, we offer objective advice. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities. Our open architecture platform provides access to thousands of investment products from leading third-party product sponsors, so you are free to customize your practice.

At LPL, we’re committed to the success of every financial professional, team, and program we serve. It’s our mission to provide the highest-quality support, training, tools, and advice to help you:

• Transition smoothly to LPL as an individual, an existing practice or as a bank or credit union.
• Strengthen your client relationships with broad product offerings, effective programs, and research and advice.
• Keep up to date on regulatory changes and investment strategy best practices through live and on-demand training and impartial research publications.
• Grow your practice thoughtfully with practice management tools and programs.
• Differentiate your practice with the help of branding and marketing support.
• Improve operational efficiencies with an integrated technology platform, comprehensive clearing, and compliance services. 

Whatever your vision of success, we’re with you every step of the way.