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Better options for you and your clients

High-net-worth investors are increasingly seeking objective guidance and holistic solutions to their wealth building, estate and income planning needs. For many such individuals, insurance and related products, such as annuities and variable annuities, play an important role in the achievement of these goals.

Yet, insurance-affiliated investment advisors often find that they are unable to offer high-net-worth clients the broader product line-ups that they seek. Many of our most successful financial advisors joined LPL Financial for that very reason.

In addition to term, whole life, universal life and variable universal life, LPL Financial offers independent advisors an opportunity to expand their product offerings through a broad range of investment products, including:

LPL Financial also offers some of the most flexible and sophisticated investment advisory programs, tools and planning software available in the industry today.  

  • Our advisors have access to a robust lineup of alternative investments and broad choice among non-proprietary investment and advisory platforms
  • Our unbiased research capabilities are unsurpassed in the industry today
  • LPL Financial provides the best combination of centralized and de-centralized decision making that enables your practice to optimize its growth

Discover why more of the nation’s most successful advisors are moving their practices to America’s number one independent broker/dealer*, LPL Financial.

  • Expanded product choices and non-proprietary investment platform

* As reported by Financial Planning magazine, June 1996-2009, based on total revenue.

More Choices and Greater Flexibility

At LPL Financial, we know that the real value you bring to your clients is the ability to anticipate their needs and provide practical solutions to complex situations. That’s why we provide greater flexibility and choice in compensation models, investment offerings and practice structures – providing you more freedom to determine how you can best serve your clients’ growing needs. Along with sound transition support and ongoing operational, research, investment and business-building assistance, no one is better positioned than LPL Financial to help you build your profitable practice.
Read More About LPL Financial Flexibility

Advisor Stories

We routinely receive praise from advisors about not only our day-to-day operations, but also the quality of services provided at every level within our organization.
Read LPL Financial Advisor Testimonials