When you join LPL, you’ll experience a smooth transition process with our dedicated support and focused transition assistance.
Making the transition to a new broker/dealer is a decision that requires time and effort. We transition hundreds of businesses and independent advisors every year, so we know what it takes and we provide dedicated attention and competitive transition packages to help you get up and running quickly.
You deserve to transfer your book of business with the least amount of disruption to clients. LPL’s unique Investment Transitions Consulting team helps you map assets to our broker/dealer platform, find comparable products where necessary, and identify potential areas of growth. Together, we’re all set for a smooth transition.