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Advisor Transition Portal
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.
ClientWorks
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.
Account View
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.
About LPL Financial
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.
Rewarding Careers with LPL
If you have an entrepreneurial spirit, a passion for service excellence, and the need to excel, then you share our philosophy.
Our History
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Our Culture
Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
In the Community
The LPL Financial Foundation is an enabling partner to organizations helping individuals achieve their aspirations in life.
Our History
LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).
Corporate Snapshot (As of June 30, 2018)
16,049
Financial Advisors
$659
Advisory & Brokerage Assets ($ billions)
$483
Q1 2018 Gross Profit ($ millions)
Our Financial Strength
Throughout our history and across various economic cycles, LPL Financial has consistently produced solid and stable earnings results.
Locations
LPL Financial also offers opportunities at the locations listed, as well as many other locations. Check our job listings for current opportunities.
Government Relations
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.