About

LPL was founded with a revolutionary vision:  help financial professionals build competitive businesses while they serve their client's best interests.  And more than 30 years later, that remains true of LPL today.  Building on that foundation, LPL offers comprehensive support for financial professionals across the spectrum of our industry:  from independent financial advisors to financial institutions, from local advisor teams to large scale Registered Investment Advisory firms, from fully autonomous business owners to advisors employed by LPL.

We believe in the value of independent advice, but at LPL, independence is not one-size-fits all.  

LPL has become a Fortune 500 company and launched a new brand, yet the guiding principle of supporting financial advisors and their clients remains—it’s simply expanded far beyond the investment services offered. Alongside the constant pace of change in the financial services industry and the world around us, LPL has evolved its technology, operations, risk management, and business consulting—while continuing to innovate its investment management services and platforms.

Our values help us activate and execute on our mission every day. They keep us focused, agile, and accountable.

One team on one mission
We believe that it is up to each of us — every single employee — to deliver on our mission.

Seek, embrace, and apply feedback
We learn from our mistakes and use feedback to help us get a better outcome.

Stop and consider the big picture
We exercise judgment, spot issues before they happen, and solve problems using data and logic.

Value progress over perfection
We experiment, learn, iterate, and innovate, sharing bold ideas and taking calculated risks to create extraordinary new capabilities.

Deliver results for our advisors and their clients
We make it easy for advisors to do business with us, as we earn their business every day and hold ourselves accountable for seeing things through for them.