Partner Programs

The Best of Both Worlds - Banks and Credit Unions

As investors' trusted resource for financial services, you're uniquely positioned to help them reach a wide variety of financial goals. A relationship with an independent financial advisor gives you the opportunity to widen your offerings and deepen your customer relationship.

We specialize in helping investment programs inside community banks and credit unions by matching bank and credit unions with our knowledgeable, professional independent advisors.*

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LPL Financial Institution Services - At A Glance

By Partnering with Us, you create and investment program with:

A turn-key, proven solution
Early-stage profitability with little to no upfront or ongoing cost**
A contractor model that doesn't require additional headcount
A new source of revenue in a low-interest yield environment
The opportunity to become fully established as the financial hub of the community and build client loyalty
The knowledge and expertise to set investment programs in motion from inception
Cost savings from avoiding employee recruitment and new hire onboarding
The association with a firm that is already established within the community with no need for securities licensing within the institution

*LPL Financial also offers a traditional investment program in which LPL Financial advisors are employees of the financial institution **Does not include financial institution cost centers to allocate space and optional marketing services

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.