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.
As the demand for advice increases and as the needs of investors get more complex, time is the most valuable commodity for the financial advisor.
- Bill Morrissey, LPL Financial Managing Director and Divisional President Business Development
Thank you for your interest in the Broker/Dealer Masterclass! This course features leading experts who will share how advisors can leverage current trends as opportunities for growth.
Click the button below to complete an online quiz that will qualify you to receive one free CE credit towards CFP, CIMA & CPWA designations.
Our dedicated Recruitment team has broad expertise in the financial services industry and is ready to help you find the ideal environment in which to grow.
Read our white paper to find out how advisors are paving the way to future growth by embracing their changing roles and solidifying their value.
LPL Financial, The Financial Services Institute, and 1st Global, are all separate entities.
The content is designed for financial professionals and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.