At LPL Financial, we call your hard work equity
If you’re considering making the move from a wirehouse to an independent broker/dealer, you’re already aware of the advantages of running your own business. You know that independence offers greater opportunities. From building equity in your own business to eliminating bias in the investment selection process, you and your clients stand much to gain by making this key transition. Independence enables your clients to receive sound advice based on unbiased research. And it allows you to protect your own legacy through a succession plan dictated by you.
What you may not be aware of is the tremendous breadth of research, investment and advisory resources available to you through our firm. LPL Financial provides some of the most flexible and sophisticated investment advisory programs, tools and planning software available in the industry today.
- LPL Financial offers a wide range of sophisticated financial planning tools, providing solutions from the simplest to the most complicated client situations
- 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 provide advisors with in depth analysis and commentaries
- LPL Financial provides the best combination of centralized and de-centralized decision making, enabling your practice to optimize its growth
At LPL Financial, independent advisors benefit from economies of scale that other firms can’t achieve – helping you to build the equity value of your financial practice more rapidly.
- As your business grows, so do your earnings
- Business Consulting Services and dedicated relationship managers help to maximize your potential and grow your practice
- Practice overhead is reduced while payouts increase
- Earn revenues as high as 98%1, generate higher net revenues and build greater equity in your business
1The bonus payout structure rewards a maximum percentage payout of 98% for production $4MM and above. The payout is applied to aggregate production and is paid on incremental production beginning at $100,000.
Freedom Of Practice
LPL Financial helps you gain greater control over what matters most to you – your business, your time and your clients. From defining your compensation model to determining how to structure your business and where to focus your time and resources, LPL Financial can help. We’re committed to helping you meet your personal and business objectives while better serving your clients’ needs. Our sophisticated financial planning tools, extensive research capabilities, business consulting services, sound transition and back-office support combine for a more rewarding opportunity to build equity in a practice you call your own. Read More About How LPL Financial Can Help Your Practice's Freedom
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
Technology
LPL Financial was built on the belief that a foundation of independence centered on the pursuit of excellence would yield the greatest good for both financial professionals and their clients.Read More About LPL Financial Technology
Boston : 1 Beacon Street, 22nd Floor, Boston, MA 02108-3106
Charlotte : 2810 Coliseum Centre Drive, 4th Floor, Charlotte, NC 28217-1468
San Diego : 9785 Towne Centre Drive, San Diego, CA 92121-1968
Contact Recruitment (888) 250-2420
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