Who We Serve

LPL offers an integrated platform of proprietary technology, brokerage, insurance, and investment advisor services to a variety of customers. We tailor our programs and services to the needs of our distinct customer groups.

LPL provides business consulting, business development, and marketing support as well as in-depth practice management programs and training.

Independent Advisor Services assists entrepreneurial financial advisors who are working to create and manage their own successful practice. To help advisors grow their businesses, LPL provides business consulting, business development, and marketing support as well as in-depth practice management programs and training.

Institutional Services supports advisors and program managers at community and regional banks and credit unions by enabling them to offer access to a wide array of investment, advisory, and insurance products than would be possible on their own. In addition, Institution Services provides clearing services to broker/dealers at leading financial services companies.

 

The Private Trust Company, N.A.
The Private Trust Company, N.A. (PTC) our affiliate firm based in Cleveland, manages trusts and family assets for high-net-worth clients in all 50 states. Through PTC, our advisors can provide trust administration services to their clients.

Whether supporting a financial advisor, a program manager at a financial institution, or a broker/dealer using our clearing services, LPL enables our customers to create and grow highly profitable businesses by providing them with services and tools to meet the needs of their clients.