Call Us: (858) 283-5077
Supporting Women Like You
At LPL Financial, we are committed to your success. In support of that commitment, our mission is to take care of financial advisors like you, so you can take care of your clients. We’re your partner, providing the tools, technology, resources, and community support you need to manage a thriving practice and help the individuals and families you serve achieve their financial goals.
Independence on Your Terms
As an independent advisor, you own your client relationships and book of business, and have the flexibility to run your business, your way. At LPL, you have a choice of business models to pursue, and whatever you choose, we’ll meet you where you are and support you now and into the future—so you won’t have to change firms if you decide to change your practice. This is how we provide the flexibility, support, and community you need.
The flexibility to run your business, your way
With LPL, you have the freedom to manage your business and relationships in the way that’s best for your business. Because we have no proprietary funds, you have the flexibility to manage portfolios and assets with a variety of options. You and your clients can feel confident that their best interests always guide your financial advice. Our investments in advisor-focused technology means you get to spend more time advising clients and less time on inefficient software.
A full range of resources to support your practice
Your partner is the backbone of your business, where you can go for technology, support, and tools to help you manage your business efficiently. With LPL, you’ll have access to experts in succession planning, financial solutions, practice management, and more. The unique service options offered through LPL Business Solutions provide you with dedicated, trained specialists in technology, marketing, finance and operations to save you time and help grow your practice.
Consistent compensation with no glass ceiling
One benefit of being an independent advisor and business owner is the compensation you earn for the value you’ve created for your clients. We respect your hard work and, because our success depends on yours, we support you in realizing the highest possible value from your business. Our size and scale allow us to provide competitive payouts, pricing, and fees, with the ability for you to retain more of the revenue you generate.
Women Advisor Community Events and Workshops
At LPL, you can work with and learn from other successful women advisors like yourself. Join us to connect with our community of women advisors. Together, we’ll share best practices, techniques, and tools that empower you to grow your business. We offer lots of opportunities to network and learn practice management skills at forums like these:
A Proven Leader Committed to Women’s Success
LPL has received a multitude of awards and honors for our diversity and inclusion initiatives, including:
LPL offers the support, flexibility, and community that make it easier for women like you to grow your business. We’d like to do the same for you, so contact a Business Development Representative today.
1 Catalyst's most recent report, The Bottom Line: Corporate Performance and Women's Representation on Boards
2 Board of Directors, LPL Financial Holdings, Investor Relations: https://investor.lpl.com/corporate-governance/board-of-directors
3 FP50 2017: Which IBDs have the most women advisors?: https://www.financial-planning.com/slideshow-ibds-with-the-most-female-advisers