We Take Your Practice to the Next Level

We serve as a financial advisor’s primary ally and remove the obstacles advisors encounter as they transition, grow, and manage their independent practices.

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ELEVATE YOUR PRACTICE

EXPERIENCE GREATER CHOICE

BUILD A LEGACY

The Support Your Business Needs

 

As a financial advisor, you want to do what is best for your clients while having a successful business. When you join Financial Advocates, we work with you one-on-one to help you manage your business and better harness the resources you need from our team, LPL Financial, and other providers.

We remove the obstacles you encounter as you transition, grow, and manage your independent practice. Our knowledgeable, diverse staff has the background, experience, and expertise to support you as an independent advisor. Financial Advocates serves as your primary ally.

We Are Truly Your Advocates

 

At Financial Advocates, we believe collaboration is the foundation of support. We will work with you to build a customized service plan that meets your needs. We provide support in:

BUSINESS CONSULTING

TECHNOLOGY

CLIENT CARE

MARKETING

COMPLIANCE

CUSTOM TRADING

Bridging the Opportunities

 

Why should you join Financial Advocates? The answer is simple:

We are the concierge between you and LPL Financial. We provide the benefit of a smaller, boutique company with a team that delivers knowledgeable, customized, and personalized service while bridging your practice to the platform and tools provided by LPL Financial. It’s the best of both worlds.

  • We make transitioning to LPL Financial easy with hands-on support and guidance, removing any guesswork and minimizing the impact for your clients.
  • Your personal business consultant will reach out regularly to help you with best practices, tactics for growth, and navigating the resources at your disposal.
  • You can utilize back-office services like IT support and portfolio management to help you scale your practice.
  • We offer an array of custom services that allow you to outsource important tasks and free up more time to spend with your clients.
  • We will help you always be prepared and compliant with access to one-on-one compliance, supervision, and pre-audit support.