Why LPL Advisor?

Individual Investors

With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever. 

With such an overwhelming number of investment options, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a highly trained and experienced professional who sees your total financial picture – someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track. 

While planning for the future is often a challenge, having an experienced advisor on your side can make the investing and financial planning process much easier.

LPL Financial – focused on your goals

At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. That’s why we provide our financial advisors with the tools they need to help you pursue your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow your advisor to devote his or her full attention to your needs and objectives.

Expect the very best

Whether you’re just starting out or preparing for retirement, you can expect:

  • Your needs come first — Your LPL Financial advisor will engage with you in an ongoing conversation about your needs, goals, and objectives to create the financial plan that’s right for you.
  • Objective guidance and advice — With access to leading independent research, your LPL Financial advisor can help you make informed, objective decisions.
  • Investment choice and flexibility — LPL Financial does not offer any proprietary products, so your advisor can help you choose objective investment solutions from many of the nation’s leading investment managers.
  • Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.

Whatever your goals for the future may be, when you work with a financial advisor backed by the resources of LPL Financial, your needs always come first.

Why Use an LPL Financial Advisor? 

LPL Financial advisors enjoy freedom and flexibility to create an advisory practice that best suits the unique circumstances and objectives of their clients. Because of this, they are free to present only the best and most appropriate investments for your life stage and needs. 

While advisors aligned with LPL Financial come from different backgrounds and offer different types of expertise, they all have two things in common: they’re backed by a market leader and they’re 100% committed to helping you achieve your long-term financial and life goals. 

Advantages for investors:  

  • Holistic approach to life planning — No matter where you are in life—just getting started or winding down a successful career—you have goals and dreams. Your advisor engages you in an ongoing conversation about your needs, goals, and objectives to create the financial plan that’s right for you. 
  • Passion for providing independent advice — LPL Financial advisors offer tailored strategies designed to meet the needs of your life goals and financial growth. Your advisor is a successful financial expert who is able to tap into our vast resources to provide the objective and expert advice you need. 
  • An independent investment partner — Your LPL Financial advisor more than likely lives and works in your community. And because your LPL Financial advisor cares as much about your personal satisfaction as the performance of your portfolio, your advisor has access to best in class programs and services to help you live the life you desire. 
  • A broad network of advisors — With thousands of LPL Financial advisors to choose from nationwide, you can identify and interview more than one advisor in your region before choosing one with whom you feel most comfortable.

In a marketplace that is often complex, you can count on your independent LPL Financial advisor for sound, objective guidance and advice. Working one-on-one with your advisor helps provide a strong foundation and the confidence you need to achieve your financial goals.