Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420
Contact Recruitment (888) 250-2420
- Independence
- Why LPL Financial
- Programs & Services
- Products
- Technology
- Transitions
- Operations
- Support
Strengths of LPL Financial
LPL Financial is committed to being the premier independent broker/dealer in the country. This goal drives every decision we make, from the hiring of talented and experienced staff, to our investments in technology, communications and sales support.
Helping independent financial advisors succeed is how we measure our success. We are proud of the significant business growth we have achieved as an organization and of the resulting sound support we are able to provide our advisors.
Organizational Growth
- $284 billion in total assets under management as of 2/29/08
- $79 billion in assets under management in fee-based platform assets as of 2/29/08
- Over 11,000 affiliated financial advisors
- Serving more than 800 financial institutions
Advisor Support and Infrastructure
- A low 5:1 advisor-to-employee ratio for maximum access and service
- Unparalleled support and service from more than 2,600 employees
- Unbiased research that includes asset allocation strategies and model portfolios
- A broad range of competitive and customizable fee-based asset management programs
- Cutting-edge technology software tools and packages, including WealthVisionSM and BranchNet
- Industry-high payoutsas high as 98%.*
*Assumes initial payout of 90% plus individual production bonus at highest tier
Corporate Offices
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
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
Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420
Request More Information
Schedule a call:
Contact Recruitment (888) 250-2420
Request More Information
Schedule a call:

