platform

LPL Financial Affiliation Bonus

LPL Financial

Source: Advisor News Network Intelligence
Total Package

320%

Upfront

250%

Backend

70%

Forgiveness

6 yrs

Equity

No

Deal Highlights
320% total / 250% upfront
6-year forgiveness structure
Independence with full platform support
Access to 23,000+ advisor network
Best-in-class tech stack included
ReportedJanuary 1, 2026
About LPL Financial
Typeindependent
Advisors23,000
Total AUM~1600B
Net 30d+2
Momentumgaining
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