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LPL Financial | Investment & Wealth Management Services Nationwide -- -- Fee Schedules Disclosures Log In Log In Fee Schedules Disclosures Join LPL Back to Main Menu Join LPL Why Choose LPL Why Choose LPL The LPL Financial Philosophy News and Insights White Paper Library The Self Clearing Advantage Professional Referral Network Women Advisors Establishing Your Business Establishing Your Business Business Model Options Payouts and Pricing Transitioning Your Practice eRegistration Kit Managing Your Business Managing Your Business Services and Support LPL Technology Products and Platforms Research LPL Business Solutions Growing Your Business Growing Your Business Consulting Conferences and Training Financial Growth Selling Your Business Marketing Support Working with an Advisor Back to Main Menu Working with an Advisor Objective Advice Objective Advice LPL Financial Regulatory Oversight Financial Tools and Resources Before You Invest Before You Invest Work With an LPL Advisor Financial Objectives and Risk After You Invest After You Invest Find an LPL Advisor Find an LPL Advisor About LPL Back to Main Menu About LPL What We Do What We Do Mission & Values Our History Social Responsibility Social Responsibility The Sustainability Report Diversity and Inclusion Community Involvement Environmental Sustainability Responsible Business Practices Careers at LPL Careers at LPL Company Culture Work at LPL Application Process Benefits and Perks Search Jobs Our Financial Strength Our Financial Strength Corporate Snapshot From the CEO News & Media Back to Main Menu News & Media Marketing Blog Marketing Blog Press Releases Press Releases Newsroom Newsroom Asset Library Media Coverage LPL Stories Research & Insights Research & Insights Market Signals Podcast Weekly Market Commentary Investor Relations Back to Main Menu Investor Relations Menu Advisors Moving to LPL If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way. GO Current LPL Advisors Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently. GO Clients of LPL Advisors To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere. GO Contact Us Visit FINRA's BrokerCheck We Are LPL Strong. Committed. Proud. Whether you’re a financial advisor, institution, or an investor, learn what joining LPL can do for you. WATCH VIDEO Build Your Practice Advisors, build the practice you want with a range of financial management products and business models to help meet your goals. LEARN MORE Empower Your Institution Get the tools, technology, and resources you need to grow your investment programs and help your bank and credit union teams succeed. LEARN MORE Find the Right Advisor The advice of a qualified financial advisor can help you pursue your goals. Here’s how to find an advisor who’s right for you. LEARN MORE LPL Market Signals Podcast | February 3, 2020 “As goes January, so goes the year” may not bode well when we add in the market volatility and spreading coronavirus fears. LISTEN NOW Weekly Market Commentary | February 3, 2020 The market impact from major global health events historically has tended to be modest and short-lived. READ NOW Outlook 2020: Bringing Markets Into Focus LPL Research’s Outlook 2020 offers investment insights, market guidance, views on elections, and 2020 forecasts. READ NOW Make Diversity and Inclusion Work for Your Practice From Millennials to the LGBTQ community, there’s an increasingly diverse mix of prospective clients. Is your financial practice prepared to reach them? Gain insights from LPL leaders and financial advisors in LPL’s new video series, “Around the Table.” WATCH NOW Advisors | News & Insights When to Sell A Practice Learn best practices to monitor and maximize the value and marketability of your financial advisory practice. READ MORE Case Study: Premier Investments The advisors at Premier Investments take a leap to increase efficiency, knowledge, and service. READ MORE Working with Junior Advisors Build your practice’s future by recruiting and training younger advisors. READ MORE Boston LPL Financial 75 State Street, 22 nd Floor Boston, MA 02109 Fort Mill LPL Financial 1055 LPL Way Fort Mill, SC 29715 San Diego LPL Financial 4707 Executive Drive San Diego, CA 92121-3091 Join LPL Working with an Advisor About Us Investor Relations News and Media Careers at LPL Terms of Service Contact Us Sitemap Fee Schedules SEC Share Class Initiative and Settlement Privacy/Security Disclosures Exercise CCPA Rights We have made progress toward transforming our culture for employees, and our service experience for #LPLAdvisors. W… https://t.co/8uhZK6QZil We recognize the tremendous contributions of our African American #LPLAdvisors and employees as they help investors… https://t.co/fNJJeoBON1 © 2020 LPL Financial Member FINRA / SIPC Contact LPL: (800) 877-7210 CA Insurance Lic. #0518721 © 2019 LPL Financial | Member FINRA/SIPC....