How We Serve

Advisors First. Always.

Independent financial advisors are at the heart of LPL. Everything we do is designed to elevate advisors and create the space for you to thrive.

When you partner with us, you’ll benefit from our scale and experience as the largest independent broker-dealer 25 years running. We provide the technology, tools, and platforms that help you deliver a great client experience. And we invest in improvement and innovation.

With our resources, you’ll have everything you need to take your practice where you want it to go.

That's the power of affiliation.

Technology

Run your practice from a single, integrated workstation – no more switching systems.

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Excellent Service

When you have questions, we have the answers. And you’re never just a number to us.

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Products & Platforms

Design a tailored investment strategy with our flexible platforms and non-proprietary products.

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Growth Support

From marketing solutions to capital planning advice, we can help you grow your business.

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Conferences & Education

Learn, connect, and grow with our industry-leading conferences and education opportunities.

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Research

Our dedicated research team offers you independent market analysis and insight on a daily basis.

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The self-clearing advantage

As a self-clearing firm, LPL centralizes and simplifies your business. One sign-on, one client portal, one team to call. And more flexibility.

You can open 99.5% of common account types online, including most advisory accounts, and immediately start performing trades. We process all trades and operations on a single sophisticated platform, eliminating third parties and reducing costs.

Without the need for a third party to conduct trades, you save time to spend on other business-building activities. Other benefits of self-clearing include:

 

  • Technology. Run your day through a single, integrated workstation
  • Dedicated service experts. One call gets you connected to your dedicated service and operations team.
  • Free cost basis for all accounts.
  • Consolidated statements for advisory and brokerage accounts.
  • Streamlined compliance procedures.
  • Automated trade credit for electronically placed trades.
  • Detailed administrative reports tracking trading activity and policy implementation.