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.*
*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