Together We’ll Go Far

View Video

Welcome, Waddell & Reed advisors. We’re excited to talk with you and invite you into the LPL community. Your culture and experience will add tremendous value to our already advisor-centric business model, and you’ll find many familiar values reflected in our firm.

When you partner with LPL, you’ll get the benefits of our scale, including back-office services, a fully integrated platform, and streamlined processes and workflows. You’ll have one sign on, one portal, and one team to call. You can open 99.5% of common account types online. You’ll have capacity to build business instead of infrastructure and direct more of your energy toward clients than operations.

Personalized support

Call a single, dedicated service team of experts trained in different areas of the business – reachable from multiple channels – and work with experienced field consulting teams.

Flexible, open architecture

You’ll keep many of the strategists, models, and portfolios you have now – including Ivy Funds – and you’ll gain more flexibility with our platforms and expanded lineup of non-proprietary products.

Innovative technology

For you: A single, integrated workstation to service all of your accounts. For your clients: 24-hour, secure online access to accounts, statements, and documents.

Simplified transition

Unmatched transition experience designed to complete the lion’s share of the work on your behalf, only available between LPL and Waddell & Reed in this transaction.

Advisor Voices

Hear from advisors who’ve joined LPL to get direct insight into the experience.

Read Their Stories

Events

Join us to hear from our leadership team and learn more about what you’ll find here at LPL.

Events