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.
Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today released its monthly activity report for July 2017.
LPL Financial Reports Monthly Activity For July 2017
LPL Financial Historical Monthly Activity Through July, 2017