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 * Join LPL
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Account Login
Join LPL
Why Choose LPL
LPL Philosophy News and Insights White Paper Library Self-Clearing Professional
Referral Network Advisor Diversity and Inclusion LPL Awards & Recognition
Establishing Your Business
Business Models LPL Payouts and Pricing Transitioning Your Practice Your
Recruiter eReg Kit
Managing Your Business
LPL Financial Business Solutions Services and Support LPL Technology Products
and Platforms Research
Growing Your Business
Consulting Conferences and Training Financial Growth Selling Your Business
Marketing Support LPL Advisor Institute
Work with a Financial Professional
Personalized Advice
LPL Financial Regulatory Oversight Financial Tools and Resources
Before You Invest
LPL Financial Professionals Financial Objectives and Risk
After You Invest
LPL Account View for Investors
Find a Financial Professional
About LPL
What We Do at LPL
LPL Mission & Values LPL Financial History
Social Responsibility
The Sustainability Report Diversity and Inclusion Community Involvement
Environmental Sustainability Responsible Business Practices Sustainable
Investing at LPL
Careers at LPL
Company Culture Work at LPL Application Process Benefits and Perks Search Jobs
LPL’s Financial Strength
From the CEO
Media
Marketing Blog
Press Releases
Press Room
Asset Library Media Coverage LPL Stories
Newsroom
Managing Your Business
Managing Your Clients
Managing Wealth
LPL Research
Market Signals Podcast Weekly Market Commentary LPL Research: Outlook 2023





GAIN PROFESSIONAL SUPPORT. FOCUS ON YOUR FINANCIAL FUTURE.

LPL Financial offers innovative tools, unique market insights and personalized
solutions.

 

LPL is your partner for whatever your future holds.


GAIN PROFESSIONAL SUPPORT. FOCUS ON YOUR FINANCIAL FUTURE.

LPL Financial offers innovative tools, unique market insights and personalized
solutions.

 

LPL is your partner for whatever your future holds.

Learn More







Financial Advisors

Choose a level of support that suits your needs and adapts along with your
financial practice as you evolve.

Start your future

Investors

Strengthen your financial future. Find an LPL financial professional who can
help you prepare. 

Plan for your future



success stories
‹›

Ken Royster
CLU®, ChFC®, RICP®
President and CEO and Wealth Consultant at First Genesis of Virginia

“What sealed the deal was the fact that they had confidence in me. Once I
started the transition it was clear they wanted me on the LPL team and they
still value me as part of the LPL family.”

Read Ken’s story
Joe Accardi
RFC®, CWS®, AIF®
Founder and Chairman at Accardi Financial Group (AFG)

“We chose to move to LPL to cement a relationship and to be more efficient and
flexible in how we run our practice. We believe LPL’s size, scale and commitment
to innovation will provides our clients access to enhanced technology,
simplified statements and enhanced service experiences.”

Read Joe’s story
Shane Kunz
CFP®, CIMA®
Founding Partner and Wealth Advisor at Outcome Private Wealth

“Our clients are our No. 1 priority. After learning about all the additional
resources from LPL—everything from trading capabilities to client management
software to additional tax-based financial planning tools.”

Read Shane’s story
Denika Tokunaga
MBA, CFP®, CRPC®
President and Wealth Manager at Maven Wealth Management

“As a sole practitioner, having the breadth and strength of all of LPL’s
resources means everything to me… I needed to be able to build the business the
way I wanted to, without having the organization tell me what types of products
I needed to use for my clients.”

Read Denika’s story
Ken Royster
CLU®, ChFC®, RICP®
President and CEO and Wealth Consultant at First Genesis of Virginia

“What sealed the deal was the fact that they had confidence in me. Once I
started the transition it was clear they wanted me on the LPL team and they
still value me as part of the LPL family.”

Read Ken’s story
Joe Accardi
RFC®, CWS®, AIF®
Founder and Chairman at Accardi Financial Group (AFG)

“We chose to move to LPL to cement a relationship and to be more efficient and
flexible in how we run our practice. We believe LPL’s size, scale and commitment
to innovation will provides our clients access to enhanced technology,
simplified statements and enhanced service experiences.”

Read Joe’s story
Shane Kunz
CFP®, CIMA®
Founding Partner and Wealth Advisor at Outcome Private Wealth

“Our clients are our No. 1 priority. After learning about all the additional
resources from LPL—everything from trading capabilities to client management
software to additional tax-based financial planning tools.”

Read Shane’s story
Denika Tokunaga
MBA, CFP®, CRPC®
President and Wealth Manager at Maven Wealth Management

“As a sole practitioner, having the breadth and strength of all of LPL’s
resources means everything to me… I needed to be able to build the business the
way I wanted to, without having the organization tell me what types of products
I needed to use for my clients.”

Read Denika’s story
Ken Royster
CLU®, ChFC®, RICP®
President and CEO and Wealth Consultant at First Genesis of Virginia

“What sealed the deal was the fact that they had confidence in me. Once I
started the transition it was clear they wanted me on the LPL team and they
still value me as part of the LPL family.”

Read Ken’s story
Joe Accardi
RFC®, CWS®, AIF®
Founder and Chairman at Accardi Financial Group (AFG)

“We chose to move to LPL to cement a relationship and to be more efficient and
flexible in how we run our practice. We believe LPL’s size, scale and commitment
to innovation will provides our clients access to enhanced technology,
simplified statements and enhanced service experiences.”

Read Joe’s story
Shane Kunz
CFP®, CIMA®
Founding Partner and Wealth Advisor at Outcome Private Wealth

“Our clients are our No. 1 priority. After learning about all the additional
resources from LPL—everything from trading capabilities to client management
software to additional tax-based financial planning tools.”

Read Shane’s story
Denika Tokunaga
MBA, CFP®, CRPC®
President and Wealth Manager at Maven Wealth Management

“As a sole practitioner, having the breadth and strength of all of LPL’s
resources means everything to me… I needed to be able to build the business the
way I wanted to, without having the organization tell me what types of products
I needed to use for my clients.”

Read Denika’s story
‹›



HOW LPL FINANCIAL STACKS UP

LPL’s experience can make a difference for you.

#1

Independent Broker Dealer in the U.S. 1

#3

RIA Custodian in the U.S. 2

#1

Provider of 3rd Party Investment Services 3

Company 4




Our dedication to advisors, enterprises, and investors:


Advisors receive our commitment to work hard to earn their business every day
and help them run a successful practice. This means providing access to flexible
and varied investment platforms and products, technology, and expert service and
support teams.





Enterprises receive custom solutions and dedicated support to help their firms
thrive, including 1:1 consulting that seeks to reduce costs and grow profits to
assistance attracting and retaining top talent.





Investors enjoy a relationship with an advisor or enterprise who is aligned with
LPL to ensure they can put your best interests first, while benefitting from
LPL’s continual investment in investor-facing technology. 








Industry insights

Stay informed with the latest trends and topics impacting the financial world.

News and Insights

NAVIGATING THE TRANSITION PROCESS TO LAUNCH A NEW PRACTICE

Read more

WEEKLY MARKET COMMENTARY

DOES THE YOUNG S&P 500 BULL NEED A BREATHER

Read more

Market Signals Podcast

ANOTHER STRONG WEEK FOR STOCKS DESPITE THE FED'S MESSAGE

Read more
Browse Newsroom





READY TO TAKE THE NEXT STEP?

 

If you’re an advisor, a leader at a financial institution, or an investor
looking for more information, we’re happy to talk through what’s on your mind.
Reach out and start the conversation.

Advisors, Find Your Rep



Find a Financial Professional








 

1 As reported by Financial Planning magazine, June 1996-2022, based on total
revenue.
2  Cerulli Associates, 2022 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market
share.
4 2022 Fortune 500


The views and opinions expressed by LPL Financial Advisor(s) may not be
representative of the views of other Financial Advisors and are not indicative
of future performance or success. Neither LPL Financial nor the LPL Financial
Advisor can be held responsible for any direct or incidental loss incurred by
applying any of the information offered.

1-05365496




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LPL Financial
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Do Not Sell or Share My Personal Information






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