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Programs and Services

At LPL Financial, independence means providing choice—in the way you conduct your business, the way you’re compensated, and how you choose to manage client assets. LPL Financial offers financial advisors the programs, services and support you seek in building and growing your successful practice.

Advisory Platforms and Investment Products
Access to flexible asset management platforms and investment products is a leading reason that financial advisors choose to go independent. But we know that independence means something different to each advisor.

Financial Planning Services and Support
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.

Retirement Plan Consulting Program
Placing strong emphasis on leadership and innovation, LPL Financial is one of the first in the industry to introduce a fee-based initiative allowing qualified advisors to provide consultation and advice to plan sponsors using the LPL Financial corporate RIA. Our Retirement Plan Consulting Program (RPCP) is a truly innovative solution for meeting the needs of today’s plan sponsors seeking greater transparency and a full array of co-fiduciary services.