Advisors (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
LPL Advisors — take advantage of LPL’s business process platform to manage your business more efficiently. Open accounts. Use trading tools. Access the Resource Center, and more.
LPL Advisor Clients — access your account 24/7 from any device, anytime, and anywhere, and get real-time clarity into your portfolios, positions, transactions, statements, and more.
LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and investment advice.
If you have an entrepreneurial spirit, a passion for service excellence, and the need to excel, then you share our philosophy.
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
The LPL Financial Foundation is an enabling partner to organizations helping individuals achieve their aspirations in life.
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Financial Advisors
Advisory & Brokerage Assets ($ billions)
2016 Annual Net Revenue ($ millions)
Throughout our history and across various economic cycles, LPL Financial has consistently produced solid and stable earnings results.
LPL Financial also offers opportunities at the locations listed, as well as many other locations. Check our job listings for current opportunities.
The LPL Government Relations team supports financial advisors, investors, and our employees by developing and advocating positions on issues that impact our business and our industry.