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4 days ago · As the leading provider of investment and business solutions for independent financial advisors across the nation, LPL has the tools, technology and resources to help you and your clients succeed. Learn more now.
LPL advisor & investor log in portal for access to LPL's Transition Portal, ClientWorks, & Relationship Summary for advisors & Account View for investors.
With advisors in all 50 states, there’s likely an LPL Financial advisor near you. Use our interactive map to find a financial advisor or professional who can best support your financial goals.
New look, same experience — Wealth Reporting and Insights are now offered through Pershing X.
Sep 30, 2022 · Commerce Bank and LPL Financial LLC signed an agreement in November 2022 to transition support of the firm’s retail advisory and brokerage business to LPL Financial LLC.
Apr 16, 2023 · Lpl Financial LLC is a financial advisory firm headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest firms in the country by assets under management.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
