Solutions for Financial Advisors: Admin and Operational Support

Offload your administrative and operational tasks and receive extraordinary support.

As an advisor, you’re invaluable to your clients – they rely on you to provide advice on the complex issues that are facing investors today. As you guide them toward financial success, they need your time, expertise, and attention to accomplish their goals.

But as demand for client engagement increases, you might be faced with more administrative challenges as the volume of your business expands.

Admin Solutions provides an administrative professional, backed by a support team, to free up your time. Screened and hired as full-time employees at LPL, our admins are well-versed in critical LPL business tools which allows for seamless integration into your practice. Polished and professional, they also can serve as the eyes and ears of your office, interfacing seamlessly in client correspondence, phone calls, and scheduling.

With LPL Admin Solutions, you'll be able to focus on what needs your attention most – your clients’ financial goals.

Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.