LPL Independent Advisor Network
LPL Independent Advisor Network brings LPL's vast resources directly to your doorstep through dedicated support teams. This integrated approach saves you valuable time and money by streamlining your vendor management into a single LPL relationship with professionals who understand the unique nuances of your business.
Advisor Advocacy
- Local branch team to support your growth and drive issue resolution
- Branch Director to escalate issues and concerns directly to LPL
- Support team to work with directly with you
Advisor Community
- Branch events - regional golf outing and women advisors group conference
- Access to branch specific newsletters and other resources to continue to grow and build connections
Advisor Growth
- Dedicated specialists to help advisors drill down into growth areas and support changes to their business– marketing, technology, advisory, succession, financial planning
Advisor Support
- Dedicated Regional Supervisory Principal and compliance relationship
- Access to a dedicated support team
- Onboarding and transition support