As you transition to LPL, you’ll find plenty of support. Here are some of the dedicated resources available to you:
- An experienced personal onboarding consultant to walk you through each step
- The Investment Transitions Consulting team maps assets to our platform and finds comparable products and managers for any proprietary products or positions that aren’t transferrable
- Business analysis services, which evaluate your strengths and identify areas of potential growth
- Transition support for qualified advisors
- Extensive training in products, tools and resources, and market sectors
A History of Good Results
LPL is well equipped to invest in your business or program, and help you establish a competitive, differentiated offering along the way. Your transition to LPL is just the beginning of our commitment to your long-term growth.