Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

Home > Programs & Services

Programs & Services

Advisory Programs
Access to a more flexible asset management and advisory services platform is a leading reason that financial advisors choose to go independent. But we know that independence means something different to each advisor.

What does independence mean to you?

A non-proprietary investment platform?

An active, hands-on role in managing client assets?

More time to spend developing client relationships?

Full support from experienced specialists and staff?

At LPL Financial, independence means providing choices – in the way you conduct your business, the way you’re compensated, and how you choose to manage client assets. Learn more about the freedom, tools and support LPL Financial offers you in building your successful practice.

Enhance Your Fee-based Practice
LPL Financial Advisory Consulting Services partners with independent financial advisors to:

  • Enhance the value of independent practices
  • Strengthen client relationships
  • Increase practice profitability
  • Improve quality of work-life

We develop the investment solutions, marketing tools and practice management resources you need to help sharpen your focus and make your practice efficient, successful and profitable.

Financial Planning
Superior planning tools and resources are key to your long-term success as a financial advisor. That’s why LPL Financial doesn’t try to squeeze you or your clients into a one-size-fits-all box. We know how important choice is in the planning process.

The range of financial planning program options LPL Financial offers its advisors is among the broadest in the industry today, providing you with real choice in applications, product features and fee structures.

Discover how LPL Financial can put you a step ahead of the competition in providing custom solutions to your clients’ wealth-building and income planning needs.

Financial Planning
Advice for Life
Financial Planning Tools