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Jul 1, 2024 · LPL Financial is a leading provider of investment and business solutions for independent financial advisors, institutions, and investors. Learn how LPL can help you achieve your financial goals, access industry insights, and find a financial professional near you.
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LPL Financial is a leading retail investment advisory firm that provides access to various financial services and products. Log in to ClientWorks, Account View, or Resource Center to manage your account, view your documents, or learn about cybersecurity.
The Access point for investors. Connection is more important than ever before-to your family, your friends, and even to your financial information. To make it easier for you, as an investor, to stay connected withboth your financial advisor or professional and your information, you need the right financial technology.
Account View gives you online access to your accounts, statements, and secure documents. It is also a great way to get access to financial proposals and advice from your financial professional.
LPL Financial was formed in 1989 through the merger of two brokerage firms—Linsco (established in 1968) and Private Ledger (established in 1973)—and has since expanded its number of independent financial advisors both organically and through acquisitions.
LPL Financial is a leading financial services provider that supports independent financial professionals across America. Whether you need personalized advice, objective guidance, or a customized plan, LPL can help you pursue your goals.
LPL’s Financial Strength. Leadership; From the CEO; What We Do. LPL Mission & Values; LPL Financial History