Investment Products for Advisors’ Clients

Gain access to a broad range of investment products to curate financial solutions that fuel your clients’ goals.

Offerings for Advisors

Every client is unique. That’s why LPL Financial offers access to a broad range of nonproprietary products, tailored investment platforms for your practice, consultative support, and an array of advisor tools.

 

Alternative Investments

LPL Financial offers advisors access to a range of innovative investment products to address your clients’ expectations, including:

  • Alternative Assets
  • Structured Products
  • Real estate (REITs, limited partnerships)
  • Tax deferral solutions
  • Alternative strategy mutual funds 

Annuities for Advisors’ Clients

You can combine your understanding of annuities with access to a broad array of annuity products that have potential benefits for both you and your clients. You’ll also have access to robust annuity research platforms and tools.

LPL Equity Insights for Advisors & Clients

Market volatility — especially around the equity market — has become a concern to many investors. To help make sense of the markets, the LPL Financial Research team equips you with the latest equity investment insights, independent information, and professional advice so you can make more informed decisions. To provide the most accurate, up-to-date information you can easily use, our team publishes its work in client-approved formats.

Fixed Income Resources for Advisors & Clients

A fixed income stream is a growth opportunity, and LPL Financial’s team can help you plan your approach with a variety of smart portfolio strategies and guidance to leverage fixed income products that can benefit your clients and your business. 

You can offer clients access to a full range of competitively priced taxable and tax-advantaged fixed income products through LPL, including:

  • U.S. treasuries
  • Government agency securities
  • Mortgage-backed securities
  • Municipal bonds
  • Corporate bonds
  • Equity and index-linked investments

Mutual Funds and Exchange-Traded Products 

LPL Financial offers advisors access to a comprehensive selection of both mutual funds and Exchange-Traded Products (ETPs). You’ll have expert support and the tools you need to analyze and manage all aspects of ETPs. With access to more than 475 mutual fund providers, you can effectively design an investment blueprint for the individual needs of each client. Our advanced technology is designed to make your mutual fund transactions easy and efficient. 

Banking and Lending Services

LPL Financial offers access to cash management solutions, as well as working capital management, banking services, and other convenient solutions, to benefit your clients.

You can help your clients manage their cash flow and make the most of their reserves with these services:

  • Cash management with two account options
  • Collateralized lending with business and consumer lines of credit and referral programs 
  • Credit cards and comprehensive rewards for financial advisors’ clients 

Insurance

Offering life insurance products can help advisors grow their business and address client needs. With LPL Financial, advisors like you have access to a suite of insurance solutions through our full-service, in-house insurance agency.

With a wide selection of name-brand insurance companies on our platform, you have a range of carriers and products available to address your clients’ fixed and variable life insurance needs. We offer access to all life insurance types, including term, whole, and universal life coverage.

"I was on the phone… talking to people on the Transitions team, getting the pieces of data I needed to get things moving very quickly. That transition support was invaluable."

Gerald Denney, Principal and Founder

Piedmont Wealth Management

 

Investment Transitions Consulting Team

LPL’s Investment Transitions Consulting team will safeguard your clients’ assets to ensure they’re transferred seamlessly and efficiently. We apply the same care and expertise to your partnership with us, providing dedicated assistance and support to ensure a seamless and secure transition.

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LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

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Other LPL Offerings

Transitioning to
LPL Financial

LPL’s transition support team will answer your questions and develop solutions for your specific needs with training, compliance readiness, and more.

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Business Management 

LPL Financial provides the services, support, tools, and technology to help you grow your business and deliver extraordinary service to your clients.

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LPL Business
Solutions

Leverage LPL’s strategic partners and industry-leading resources and tools to support your business so you can focus on serving your clients.

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Disclosures

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

This material has been created and designed for licensed financial professionals only and may not include the level of detail, explanation and disclosure needed for a general audience to accurately evaluate the facts.

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Advisor firms mentioned and LPL Financial are separate entities.