When you join LPL, you’ll be supported throughout your move by our dedicated experts, who are well versed in helping advisors like you take their next step. You’ll also have access to real-time transition resources and personal, knowledgeable guidance.
Our expert transition specialists help hundreds of advisors and institutions every year, so you can be confident in our abilities to help you get up and running.
LPL’s Investment Transitions Consulting team is fully focused on helping you move with the least amount of disruption for your clients and your business.
Once you’ve made the decision to come to LPL, you’ll gain access to our Transition Portal, which walks you through your major transition milestones.