LPL Research Expertise

Helping move your goals forward from behind the scenes

The market is ever moving — so how does your financial professional keep up? The LPL Research team simplifies that effort. Comprised of over 30 experts, this dedicated team provides your financial professional with insights and commentaries so they’re positioned to help pursue your goals. Plus, your financial professional has a direct line to the team for advice on investing strategies, portfolios, and more.

Research team by the numbers*

$73.2B+

Assets managed

50

Models managed across LPL's advisory platforms

400+

Combined years of industry experience

11

Charted financial analysts

2

Charted market technicians

8

Masters degrees

2

Second masters degrees

2

Doctorates

35+

Total team members

*As of 3/31/24

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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.