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CLIENTWORKS FOR ADVISORS

Access everything needed to power your practice--from day-to-day operations, to
client communications and portfolio management—all from one integrated
workstation.

LOG IN


ACCOUNT VIEW FOR INVESTORS

View your account balances, activity, and financial documents—safely, securely,
and 24/7—from one platform designed with the investor in mind.

LOG IN


 * Join LPL
    * Why Choose LPL
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Fee Schedules
Disclosures
Account Login
Join LPL
Why Choose LPL
LPL Philosophy News and Insights White Paper Library Self-Clearing Professional
Referral Network Advisor Diversity and Inclusion
Establishing Your Business
Business Models LPL Payouts and Pricing Transitioning Your Practice Your
Recruiter eReg Kit
Managing Your Business
LPL Financial Business Solutions Services and Support LPL Technology Products
and Platforms Research
Growing Your Business
Consulting Conferences and Training Financial Growth Selling Your Business
Marketing Support
Work with a Financial Professional
Personalized Advice
LPL Financial Regulatory Oversight Financial Tools and Resources
Before You Invest
LPL Financial Professionals Financial Objectives and Risk
After You Invest
LPL Account View for Investors
Find a Financial Professional
About LPL
What We Do at LPL
LPL Mission & Values LPL Financial History
Social Responsibility
The Sustainability Report Diversity and Inclusion Community Involvement
Environmental Sustainability Responsible Business Practices Sustainable
Investing at LPL
Careers at LPL
Company Culture Work at LPL Application Process Benefits and Perks Search Jobs
LPL’s Financial Strength
Corporate Snapshot From the CEO
Media
Marketing Blog
Press Releases
Press Room
Asset Library Media Coverage LPL Stories
Newsroom
Managing Your Business
Managing Your Clients
Managing Wealth
LPL Research
Market Signals Podcast Weekly Market Commentary Outlook 2022



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 * Log in to Account View
 * Visit FINRA's BrokerCheck


BUILDING TOMORROW
TOGETHER AT LPL



Financial advice is changing, and at LPL Financial, we’re at the forefront.
We’re building a future where advisors can—with no friction or complexity, as
simple as turning the dials—pick the business model, services, technology, and
product mix that best meet their clients’ needs.

With one platform, one sign-on, and one team to call, you can take your business
anywhere you want it to go. There are no limits to your growth, and we’ll
partner with you every step of the way.

Your greatness is our goal.

LEARN MORE





AN INDUSTRY LEADER






#1 INDEPENDENT BROKER/DEALER IN THE U.S. 1






#3 RIA CUSTODIAN
IN THE U.S. 2






#1 PROVIDER OF 3RD PARTY INVESTMENT SERVICES TO BANKS & CREDIT UNIONS 3






FORTUNE 500 COMPANY 4







EXPERIENCE TRUE FREEDOM

Gone are the days of choosing between independence and support. As an
independent financial advisor at LPL, you can choose the exact level of service
that fits your needs—up to and including outsourcing your entire back office to
us. 

With competitive pricing and payouts, technology that works—and works
together—and expert consultants who help you grow your business, you’ll have
everything you need to thrive.

  Affiliation options   Services and support   Advisory platforms   Transition
assistance   Payouts and pricing   Technology

 

LEARN MORE

 

BEGIN YOUR LPL JOURNEY TODAY




Advisors, Take Your
Success Further

As a nationally leading wealth management firm, we’ve helped thousands of
advisors, banks, institutions, RIAs, and large enterprises turn their business
aspirations into realities.

What does your vision of success look like? Schedule a confidential conversation
to find out how we can help you take your business where you want it to go.

FIND YOUR REP




Investors, Pursue
Your Goals

We believe a better investment experience begins with independent, objective
advice. Learn more about the basics of investing and the value of working with a
financial professional.


Are you ready to take control of your financial future? Find a LPL financial
professional near you to start pursuing your goals today.

FIND A FINANCIAL PRO




LATEST NEWS

LPL ADVISOR SHOWCASE


FINANCIAL ADVISOR DENIKA TOKUNAGA, PAVING THE WAY FOR OTHERS

March 22, 2022

PRESS RELEASES


LPL FINANCIAL RECOGNIZED FOR TECHNOLOGY INNOVATION

March 22, 2022

WEEKLY MARKET COMMENTARY


TEMPERED ENTHUSIASM OVER STOCKS, BUT OPTIMISM REMAINS

March 28, 2022

MARKET SIGNALS PODCAST


HAS THE STOCK MARKET HIT ITS LOW? HOW THE FED IS REACTING

March 22, 2022

PRESS RELEASES


ALCOVE PRIVATE WEALTH LAUNCHES WITH SUPPORT OF LPL STRATEGIC WEALTH SERVICES

March 28, 2022

Browse Newsroom



WHY CHOOSE LPL?




As a self-clearing firm, LPL Financial centralizes and simplifies your business.
One sign-on, one client portal, one team to call. And more flexibility.

Run your practice from a single, integrated workstation with one sign-on.
Connect to our dedicated service and operations team with one call—80% of all
calls are answered within 30 seconds. Design investment strategies for clients
of any size on our flexible, open-architecture platforms. And open 99.5% of
common account types online, including most advisory accounts.


LEARN MORE




 

 



WHAT ADVISORS ARE SAYING ABOUT LPL





“The LPL platform really places clients first and allows us to give back to the
community. Everything we did as part of this move and every decision we made was
with our own clients in mind. When someone walks through the door at Claritas,
we want them to know the whole company works for them.”

– Brian Lynn





“[LPL doesn't] have any proprietary funds or products; rather, we were told to
select whichever products we felt were best for the client’s situation. This
client-centric approach really resonated with me and felt right. Thus began my
avenue toward the independent model."

– Laurie Barela





“LPL advisor diversity support has been great, especially in their establishment
of different diversity groups…having those support channels to discuss the
different issues that come across has been really impactful and helped me feel
supported as an advisor.”

– Lisa Yang






START A
CONVERSATION

Schedule a confidential conversation to find out how we can help you take your
business where you want it to go. We take your privacy seriously, and our
representatives will connect with you on your schedule, through your preferred
mode of communication, and always in complete confidentiality. We can’t wait to
hear what your vision of success looks like—and how we can partner with you on
your journey.

LET'S CHAT

--------------------------------------------------------------------------------

1 As reported by Financial Planning magazine, June 1996-2020, based on total
revenue.
2  Cerulli Associates, 2019 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market
share.
4  2021 Fortune 500


The views and opinions expressed by LPL Financial Advisor(s) may not be
representative of the views of other Financial Advisors and are not indicative
of future performance or success. Neither LPL Financial nor the LPL Financial
Advisor can be held responsible for any direct or incidental loss incurred by
applying any of the information offered.



Austin
LPL Financial
13620 N FM 620
Building C, Suite 200
Austin, TX 78717

Boston
LPL Financial
75 State Street, 22nd Floor
Boston, MA 02109

Fort Mill
LPL Financial
1055 LPL Way
Fort Mill, SC 29715

San Diego
LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091

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© 2022 LPL Financial
Member FINRA/SIPC

Contact LPL: (800) 877-7210
CA Insurance Lic. #0518721





© 2020 LPL Financial | Member FINRA/SIPC.