LPL Financial Independent Advisor Services

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.

LPL is focused on providing our advisors with services, tools, resources, and training to help them manage the complexities of running their own practices.

How LPL Works With Financial Advisors

Our successful financial advisors share our passion for providing the quality financial advice we believe every client deserves, and they have helped LPL grow to be the nation’s largest independent broker/dealer.*  LPL is focused on providing our advisors with 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 they need to develop investment programs best suited for their clients.

To learn more about Independent Advisor Services, visit the Independent Advisor page.

Helping advisors succeed

In Join LPL, you’ll find in-depth information about how we support financial advisors. Whether you’re a Registered Investment Advisor, a top-producing advisor, or just starting to build a practice, LPL offers the support you need:

  • State-of-the-art technology — Streamline daily investment operations, offer customized presentations, and simplify portfolio management. Read more.
  • 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.
  • Business Support and Training — Rely on LPL for the support you need, from your daily investment operations to compliance, training, education, and beyond. Read more.
  • Comprehensive marketing materials — Build a successful business with both print and online marketing materials customized to your brand and specific marketing objectives. Read more.
  • Investment choice and flexibility — Choose from a wide range of separate account and wrap fee structures designed to address the needs of almost every client. Read more.

Contact us to learn more.

* As reported in Financial Planning magazine June 1996-2018, based on total revenues.