WebFacilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor’s practice over to LPL. The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process ... WebToday, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
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