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Advisory Programs

Gain a dedicated partner in your success

LPL Financial invites you to join the ranks of successful independent advisors who continue to outpace the competition.

LPL Financial advisors:

  • Manage in excess of $79 billion in fee-based assets as of 1/31/08
  • Increased assets under management (AUM) by approximately 98% in less than two years*

*AUM increase for the period June 2006 through June 2007. Percentage increase represents overall advisory assets under management and is not indicative of any individual financial advisor increase over the same period.

LPL Financial has long been recognized as an industry leader in fee-based asset management for independents due largely to our unwavering commitment to:

  • Invest in leading edge technology
  • Provide advisors with the most efficient and user-friendly tools and processes
  • Focus on research and innovative thinking
  • Enhance and upgrade platforms and services on a continual basis to remain at the forefront of the competition

Which platform is right for you?
LPL Financial provides a choice of investment platforms designed for the way you work.

Select a platform below and discover why LPL Financial is the investment platform provider of choice for today’s independent advisor.

Open architecture platforms
Take an active role in all aspects of asset management, including asset allocation, investment selection and periodic rebalancing decisions

Centrally managed platforms
Nurture and build strong client relationships while outsourcing day-to-day asset management decisions.

Advisory Resources
Advisory resources are designed to work in conjunction with your choice of investment platform.

Advisory Training Programs
Business building programs provide powerful tools, information and education to help your business.