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Plan Your Succession

Get the Benefits of a Large Broker/Dealer as an Independent RIA

Save Time and Reduce Headaches with the Best of Both Worlds

Investment Hybrid & Technology

  • Experience the timeliness of self-clearing operations with back-office support.

  • No more long wait times, being transferred, or waiting for problems to be solved. LPL’s elite team gives you a direct line to the right people to solve issues quickly.

  • LPL is reinvesting $1 billion into technology for additional integrations, greater efficiencies, and improved ease of doing business.

  • Get smart, secure technology systems and support through LPL, Redtail, Riskalyze, and EMoney, as well as other cutting-edge software. The integration of platforms drives better outcomes for the team and your clients.

Keep ownership in your business, allowing for other investment and income streams.


Get the big company advantages through LPL’s self-clearing operations, elite service, technology, and research resources under a single umbrella.

"It’s the best of both worlds…to be an independent RIA and affiliated with a large broker/dealer."

- Brian Bohnsack, AIF®, Senior Vice President, Financial Advisor, Managing Principal Elk River Office

LPL Big Company Advantages

Timeliness and Ease of Business

Technology Investment

No More Wait Times

Elite Support Service

LPL Chairman's Council Award* (Based on Annual Production)

Independent RIA Flexibility & Ownership

You and Your Life: Succession Readiness

It’s your life’s work. Let us help you make a customized plan to protect and transition it. Contact us today for a no obligation consultation.

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Find Out More about Succession Planning with 360:

Contact us today for a no-obligation consultation.

Are you ready for help with your succession plan?

It’s your life’s work. Let us help you make a customized plan to protect and transition it. 

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