20 Melemo le Mathata a Lpl Financial

Li-takeaways:

• LPL Financial ke mohoebi ea ikemetseng ea ikemetseng naheng ea Amerika ea nang le lekeno le leholo le marang-rang a mangata a baeletsi.
• Ba fana ka mefuta e fapaneng ea likhetho tsa matsete, ho kenyelletsa lichelete tse kopanetsoeng, li-ETF, li-stock, li-bond le matsete a mang.
• LPL Financial e ikemiseditse ho ntlafatsa theknoloji mme e fana ka disebediswa tsa taolo ya potefolio le maano a matsete a motho ka mong.
• Leha ho le joalo, ho na le litšitiso tse lokelang ho nahanoa, tse kang litefiso tse phahameng le mathata a ts'ebetso ea matsete, litšebeletso tse sa lekaneng tsa bareki, le liqoso tsa litloaelo tse sa lokang le bomenemene.

Melemo ea LPL Financial	Litšenyehelo tsa LPL Financial
Likhetho tse pharaletseng tsa lichelete	Litefiso tsa Tlhokomelo le Phetiso
Theknoloji ea Tšehetso bakeng sa Baeletsi	Litefiso le Melao e Ratang
Matšeliso a Flexible Advisor	Mathata a Litšebeletso ka Liphetiso
Sethala se matla sa RIA	Khohlano ea Lithahasello Kotsi
Setso le Setumo se Molemo	Mathata a Kopanyo ea Theknoloji
Tšebeletso ea Bareki ea boleng bo holimo	Monyetla Global Exposure
Tšepahalang Nako e telele Khutlisetsa	Ho itšetleha ka Ts'ebetso ea Moeletsi
Holistic Financial Planning	Liphello tsa ho feto-fetoha ha 'Maraka
Kholo ea Moeletsi Network	Litšebeletso tse rarahaneng tsa lichelete
Likamano tse Pharalletseng tsa Setheo	Sehlahisoa Range Overwhelm

Melemo ea LPL Financial

1. Likhetho tse Pharalletseng tsa Matsete: Letoto le pharaletseng la likhetho tsa matsete tsa LPL Financial le fana ka maemo le ho fana ka litlhoko tse fapaneng tsa lichelete, ho nolofalletsa bareki ho fumana lihlahisoa tse loketseng lipheo tsa bona.
2. Theknoloji e Tšehetsang bakeng sa Baeletsi: Feme e fana ka thekenoloji e tsoetseng pele le tšehetso ho baeletsi ba eona ba ikemetseng, e ntlafatsa ts'ebetso ea bona ea ts'ebeletso le bokhoni ba taolo ea bareki.
3. Matšeliso a Flexible Advisor: Mefuta e fapaneng ea matšeliso ea LPL Financial bakeng sa baeletsi e tšehetsa mekhoa e fapaneng ea khoebo le litšebeletso tsa bareki, ho hohela le ho boloka talenta ea lichelete.
4. Sethala se matla sa RIA: RIA ea bona e matla e ts'ehetsa lits'ebeletso tsa boeletsi tse thehiloeng ho litefiso, e hokahanya mats'eliso a moeletsi le taolo ea thepa ea bareki ho fapana le thekiso ea lihlahisoa.
5. Setso le Setumo se Ntle: Setso se matla sa tlhophiso ea feme le botumo bo botle ba indasteri li etsa hore bareki ba tšepe 'me ba hohele litsebi tse nang le tsebo ea lichelete.
6. Tšebeletso ea Bareki ea Boemo bo Holimo: E tsebahala ka litšebeletso tsa eona tse ntle tsa bareki, LPL Financial e netefatsa khotsofalo e phahameng ea bareki le ho boloka.
7. Lichelete tse ka tšeptjoang tsa nako e telele: Ho tsepamisa maikutlo ha bona maqheka a mefuta-futa ho tloha khale ho entse hore ho be le phaello e tiileng ea nako e telele, e molemo ho bareki ba nang le lipakane tsa nako e telele.
8. Thero e Akaretsang ea Lichelete: Feme e fana ka moralo o felletseng oa lichelete, ho kenyeletsoa matlo, lekhetho le maano a ho tlohela mosebetsi, bakeng sa mokhoa o felletseng oa taolo ea leruo.
9. Large Advisor Network: Ka baeletsi ba lichelete ba fetang 14,000, bareki ba na le phihlello ea boitseanape bo fapaneng ba litsebi le mekhoa.
10. Likamano tse kholo tsa Setheo: Tšebelisano 'moho le mekhatlo e mengata ea lichelete e ntlafatsa bokhoni ba LPL Financial ba ho fana ka litharollo tse fapaneng tsa lichelete.

Litšenyehelo tsa LPL Financial

1. Litefiso tsa Tokiso le Phetisetso: Tlhokomelo ea ak'haonte le litefiso tsa phetisetso liak'haonteng tsa barekisi li ka ama meputso ka kakaretso ea matsete, haholo liak'haonte tse nyane.
2. Litefiso le Melao e Ratang: Sebopeho sa litefello tsa feme le maemo a taolo a ka ba a rarahaneng le a tšosang, haholo-holo ho batseteli ba bacha kapa ba tloaelehileng.
3. Mathata a Litšebeletso ho Liphetiso: Bareki ba bang ba tobane le mathata ka phetisetso ea li-account le likarolo tsa litšebeletso tsa bareki, tse amang khotsofalo le ts'epo.
4. Khohlano ea Lithahasello: Mefuta e mengata ea lihlahisoa e baka likhohlano tse ka bang teng, 'me baeletsi ba ka rata lihlahisoa tse phahameng.
5. Mathata a Kopanyo ea Theknoloji: Baeletsi ba bacha ba ka 'na ba thatafalloa ke ho kopanya theknoloji e tsoetseng pele ea LPL Financial ts'ebetsong ea bona, e amang ts'ebetso ea pele.
6. Lebelo la Lefatše le Lekanyelitsoeng: Tsepamiso ea mantlha ea feme limmarakeng tsa US e ka thibela menyetla bakeng sa bareki ba batlang mefuta e fapaneng ea lipotefolio tsa machabeng.
7. Ho itšetleha ka Ts'ebetso ea Moeletsi: Katleho ea feme e ipapisitse le ts'ebetso e fapaneng ea baeletsi ba eona ba ikemetseng, e lebisang ho boiphihlelo bo sa tsitsang ba bareki.
8. Liphello tsa ho feto-fetoha ha 'Maraka: Ts'ebetso ea matsete e ipapisitse le ho fetoha ha 'maraka, ho ka amang meputso le kholiseho ea bareki nakong ea ho putlama ha moruo.
9. Litšebeletso tse rarahaneng tsa lichelete: Boemo bo felletseng ba lits'ebeletso tsa bona tsa moralo oa lichelete bo ka sithabetsa bareki ba ratang ho ba bonolo.
10. Sehlahisoa se Felletseng: Sehlahisoa le litšebeletso tse pharalletseng, ha li ntse li fana ka khetho, li ka ba boima ho bareki, tse hlokang tataiso e matla ea ho tsamaea.

Kakaretso ea LPL Financial

LPL Financial, e thehiloeng ka ho kopanngoa ha Linsco le Private Ledger ka 1989, e eme e le morekisi ea ikemetseng ea ikemetseng United States, e khetholloang ka lekeno la eona le leholo le marang-rang a mangata a baeletsi ba ikopantseng le baemeli ba inshorense.

E le setsi sa tlatsetso ea LPL Financial Holdings, k'hamphani e rekisoang phatlalatsa, LPL Financial e hlahisitse boteng bo bongata ba 'maraka, ka baeletsi ba ka bang 16,500 le baemeli ba inshorense ba 18,000 ba nang le tumello tlas'a sekhele sa eona.

Baeletsi ba k'hamphani ba huleloa ho ikamahanya le LPL bakeng sa lits'ebeletso tsa eona tse matla, tse kenyelletsang theknoloji e tsoetseng pele, lipatlisiso tse felletseng, le meaho ea khoebo e tšehetsang. Linyehelo tsena li thusa baeletsi hore ba boloke boemo ba tlhōlisano indastering ea litšebeletso tsa lichelete ha ba ntse ba natefeloa ke boipuso bo tlisoang ke ho sebetsa ka boikemelo.

Mokhoa oa khoebo oa LPL Financial o etselitsoe ho ts'ehetsa litlhoko tse fapaneng le tse tsoelang pele tsa baeletsi ba lichelete ba batlang ho fana ka tataiso ea lichelete. Boitlamo ba feme mabapi le popontshwa le matlafatso ya baeletsi bo thusitse haholo ho hlwelleng hodimo ho lekala le ikemetseng la barekisi ba dibrokisi, ka hona e tiiseditse boemo ba yona e le setsi se matla ka hara maemo a boeletsi ba ditjhelete.

Melemo ea Lichelete ea LPL

LPL Financial e hlahella indastering ea taolo ea leruo bakeng sa mefuta e fapaneng ea khetho ea matsete, e sebetsanang le lipheo tse fapaneng tsa lichelete tsa bareki ba eona.

Khokahano e pharalletseng ea feme ea baeletsi ba lichelete ba ikemetseng e netefatsa litšebeletso tsa motho ka mong, 'me baeletsi ba bangata ba elelloa ts'ebetso ea bona e ikhethang.

Ho feta moo, boitlamo ba LPL ho boqapi ba thekenoloji bo ntlafatsa boiphihlelo ba bareki ka kakaretso ka lisebelisoa tse tsoetseng pele tsa taolo ea potefolio.

Likhetho tse fapaneng tsa Matsete

Letšoao le ikhethang la ho fana ka litšebeletso tsa LPL Financial ke mefuta e mengata ea matsete a fumanehang ho bareki, ho tloha ho kopanelo ea lichelete le li-ETF ho isa ho li-stock, li-bond le matsete a mang. Ka marang-rang a mangata a baeletsi, LPL Financial e sebeletsa bareki ba fapaneng, e mong le e mong a e-na le lipakane tse ikhethang tsa lichelete le litlaleho tsa kotsi. Boemeli ba feme lethathamong la baeletsi ba kaholimo bo totobatsa bokhoni ba baeletsi ba eona mabapi le ho laola mefuta e mengata ea lihlahisoa tsa matsete.

Boitlamo ba LPL Financial mabapi le popontshwa ya thekenoloji, e lemohuwang ke Bank Insurance and Securities Association, e thusa bareki ho rua molemo ho tswa ho disebediswa tsa taolo ya potefolio e tsoetseng pele. Lisebelisoa tsena li ts'ehetsa leano la matsete la motho ka mong, kaha LPL Financial e lumella lits'ebeletso tsa boeletsi tse lokiselitsoeng ho fihlela litlhoko tsa bareki ka bomong, e matlafatsang molemo oa matsete a eona a fapaneng.

Ikemetseng Advisor Network

E sebelisa marang-rang a mangata a baeletsi ba ikemetseng, LPL Financial e fana ka litlhoko tse ngata tsa bareki ka tataiso ea motho ka mong ea lichelete. Phihlello e pharalletseng ea baeletsi ba LPL, ba lulang ba maemong a holimo lethathamong la baeletsi ba kaholimo, e bonts'a boitlamo ba feme ba ho ipabola lipuisanong tsa lichelete. Bareki ba rua molemo ho sena kaha ba ka khetha ho tsoa letamong la litsebi tse tšoanelehang haholo ho fumana e lumellanang hantle le lipheo tsa bona tse ikhethang tsa lichelete.

Botumo ba LPL Financial e le moqapi oa theknoloji, o amoheloang ke Bank Insurance and Securities Association, o ntlafatsa le ho feta tlhahiso ea boleng ba bareki. Ho feta moo, boitlamo ba eona ba ho kenyeletsa le ho leka-lekana, joalo ka ha ho bonahatsoa ke lintlha tse phethahetseng ho tsoa ho Letšolo la Litokelo tsa Botho la Corporate Equality Index, le kenya tšepo ho bareki. Ho feta moo, LPL e fana ka phihlello ea li-platform tsa taolo ea li-portfolio tse tsoetseng pele, tse thusoang ke theknoloji, tse lumellang boiphihlelo ba matsete bo se nang moeli.

Likhaello tsa lichelete tsa LPL

Ho sa tsotellehe boemo ba eona lefapheng la litšebeletso tsa lichelete, LPL Financial e tobane le tlhahlobo e kholo ka lebaka la letoto la litletlebo tsa bareki le mekhoa e belaetsang. Litšitiso tsena li hlahisitse ngongoreho har'a bareki le mekhatlo ea taolo, 'me li senya botumo ba feme.

Litaba tse tlalehiloeng ke bareki le bashebelli li kenyelletsa:

• Litefiso tse Phahameng le Matšoenyeho a Ts'ebetso ea Matsete: Bareki ba bontšitse ho se khotsofale ka litefiso tse phahameng tse lefelloang bakeng sa IRA le li-account tsa brokerage. Ho feta moo, ho bile le nyatso mabapi le ts'ebetso le maemo a kotsi a matsete a laoloang ke LPL Financial, a fana ka maikutlo a ho se tsamaisane hantle le litebello tsa bareki.
• Tšebeletso e sa Lekaneng ea Bareki: Bareki ba kopane le lits'ebeletso tse fokolang tsa moralo oa lichelete, ka litlaleho tsa likarabo tse se nang thuso tse tsoang ho baetsi ba lichelete le ho se tsepamise maikutlo tlhokomelong ea bareki ka kakaretso. Sena se lebisitse ho tieho, haholo-holo maemong a hlokolosi joalo ka lits'ebetso tsa probate.
• Mekhoa e sa Tšoaneng le Bomenemene: Ho bile le liqoso tsa boitšoaro bo sa lokang, ho kenyeletsoa tlhekefetso ea lichelete le tlhekefetso ea maqheku. Lipelaelo tsa likeletso tse khelosang tsa matsete le litefiso tse patiloeng li senya le ho feta tšepo ho feme.
• Mathata le Mathata a ho Hlokoa: Litletlebo tse sa khaotseng mabapi le maqheka a mabifi a ho ikopanya le batho, mathata a ho ntša chelete, le maqheka ao ho bonahalang a sitisa bareki ho fumana chelete ea bona li 'nile tsa tšoenya ka ho khetheha, e leng se entseng hore ba bang ba re feme e le bolotsana.

Bareki le Litšebeletso

E sebetsana le litlhoko tse fapaneng tse fapaneng tsa lichelete, LPL Financial e fana ka lits'ebeletso tse felletseng ho batseteli ka bomong le ba mekhatlo, ho sa tsotelehe motheo oa thepa ea bona. Ba hlophisitse lits'ebeletso tsa bona ho netefatsa hore bareki ba khona ho fumana moralo oa lichelete, boeletsi, le lipatlisiso ntle le tlhoko e tlase e boletsoeng ea thepa, e leng se etsang hore e be khetho e ntle ho ba qalang ho tsetela le batseteli ba nang le boiphihlelo.

Leha ho le joalo, le hoja litšebeletso tsa boeletsi ka kakaretso li fumaneha, merero e itseng ea boeletsi ea matsete e tla le bonyane bo behiloeng ke baeletsi ka bomong, e leng se lumellang hore ho be le maano a lokiselitsoeng bakeng sa bareki ba nang le matlotlo a mangata. Bakeng sa ba thahasellang mananeo a li-portfolio, tsena li tla le lintlha tsa ho kena, ka mananeo a mang a qalang ka bonyane ba matsete a $5,000. Qetellong, Li-Portfolio tsa Boima ba Botho li hloka boitlamo ba bohlokoa haholo ka bonyane ba $250,000.

Litšebeletso tse fapaneng tse fanoang ke LPL Financial li kenyelletsa boeletsi ba matsete, taolo ea li-portfolio, mananeo a ho phuthela, mananeo a kabo ea matlotlo a kopaneng, moralo oa lichelete le lipatlisiso tsa matsete. Potefolio ena e pharalletseng e lumella LPL Financial ho sebetsana le lipheo tsa lichelete tse feto-fetohang le tse tsoelang pele tsa setsi se pharaletseng sa bareki, se fana ka maemo le likhetho tse ikhethileng tsa taolo ho fihlela lipheo tse fapaneng tsa matsete.

Tsebo ea Leano la Matsete

Mokhoa oa LPL Financial mabapi le leano la matsete o thehiloe ho faneng ka likeletso tsa motho ka mong tse ipapisitseng le sepheo sa motho ka mong le boemo ba kotsi ba bareki ba eona. Ka ho hlokomela hore motseteli e mong le e mong o na le litlhoko tse ikhethang, baeletsi ba LPL ba sebelisa marang-rang a mangata a lisebelisoa ho fana ka maano a lumellanang le merero e itseng ea lichelete. Boitlamo ba feme ea ho fana ka litšebeletso tsa motho ka mong bo tlatselletsoa ke ho toboketsa ka matla boiqapelo ba theknoloji, ho fa bareki lifotefolio tsa tsamaiso tse tsoetseng pele, tse thusoang ke theknoloji tse matlafatsang tšebetso ea matsete.

Ho fetisa moelelo o tebileng ho bamameli, nahana ka lintlha tsena:

• Tataiso e Felletseng ea Lichelete: Baeletsi ba lichelete ba LPL ba tsebahala ka ho etsa maano a matsete a bonts'ang litabatabelo tsa motho ka mong le mamello ea kotsi ea moreki e mong le e mong.
• Ho amohela indasteri: Baeletsi ba feme ba atisa ho hlaha lethathamong la baeletsi ba ka holimo, ba bontšang boemo bo phahameng ba matsete a cumen le khotsofalo ea bareki.
• Moeli oa Theknoloji: LPL Financial e amoheloa e le moqapi oa theknoloji, e fanang ka bareki lisebelisoa tse tsoetseng pele bakeng sa tsamaiso ea potefolio le moralo oa lichelete.
• Boitlamo ba Tekano: Ka lintlha tse phethahetseng ho Index ea Tekano ea Khoebo ka Letšolo la Litokelo tsa Botho, LPL Financial e bontša mokhoa o kenyeletsang, o ka 'nang oa ama batseteli ba hlokolosi sechabeng.

Tlhahlobo ea Sebopeho sa Litefiso

Ho utloisisa sebopeho sa litefiso tsa LPL Financial ho bohlokoa ho bareki ba ikemiselitseng ho etsa liqeto tse nang le tsebo e nepahetseng mabapi le tsamaiso le kholo ea matsete a bona. Fee Structure Analysis e fana ka kutloisiso e batsi ea litefello tse fapa-fapaneng tseo moreki a ka li lefang, tse kenyeletsang ho aroloa ha litefiso tse kang peresente ea thepa e tlas'a botsamaisi, litefiso tsa hora, litefiso tse tsitsitseng le likomishene. Phatlalatso ena e qaqileng e tiisa ponaletso, e lumella bareki ho tseba ka botlalo seo ba se lefang le hore na hobaneng.

Ka ho hlahloba mekhoa ea litefiso, bareki ba na le monyetla oa ho bapisa baeletsi ba fapaneng ba LPL le ho khetha e lumellanang le lipakane tsa bona tsa lichelete le tekanyetso. Tlhahlobo e molemo haholo bakeng sa ho lekola hore na litefiso tsena li ka ama litšenyehelo tsa kakaretso tsa lihlahisoa tsa matsete le litšebeletso tsa boeletsi joang. Ka mohlala, moeletsi ea nang le liphesente tse tlase bakeng sa thepa e tlas'a tsamaiso a ka 'na a boloka litšenyehelo ho moreki ea nang le potefolio e ngata ea matsete.

Ho feta moo, Tlhahlobo ea Sebopeho sa Fee e bohlokoa hore bareki ba utloisise litlamorao tsa nako e telele tsa khetho ea bona ea matsete. Ka ho utloisisa phapang ea litefiso lipakeng tsa lits'ebeletso tse fapaneng le baeletsi, bareki ba fuoa matla a ho etsa liqeto tse ka ntlafatsang sephetho sa bona sa matsete ha ba ntse ba fokotsa litšenyehelo tse sa hlokahaleng.

Tlhahlobo ea Histori ea Taeo

Tlhahlobo e phethahetseng ea nalane ea khalemelo ea LPL Financial e senola maemo a 'maloa moo feme e ileng ea tobana le mehato ea taolo, ho kenyeletsoa likotlo le litaelo tsa pusetso, ka lebaka la ho hloleha ha litloaelo tsa bolaoli le liphatlalatso tse sa lekaneng. Litaba tsena tsa taolo li hlahisitse ngongoreho har'a batseteli mabapi le boikamaro ba feme ho latela maemo a indasteri le taolo ea eona ea likhohlano tsa thahasello tse ka bang teng.

Lintlha tsa liketso tsa khalemelo tsa LPL Financial li totobatsa bohlokoa ba ho etsa lipatlisiso ka hloko ha ho khethoa mofani oa litšebeletso tsa lichelete. Batho ba tlang ho ba bareki ba lokela ho nahana ka lintlha tse latelang:

• LPL Financial e tobane le likotlo ka lebaka la ho se laole mekhoa ea eona ea ho rekisa ka mokhoa o lekaneng, e leng karolo ea bohlokoa ea taolo ea lichelete le ts'ireletso ea bareki.
• Feme e 'nile ea hlokoa hore e lefe pusetso ho bareki ba amehileng, e leng se bontšang hore ho hlokomeloa ha nako e fetileng ho bile le liphello tse bonahalang ho batseteli.
• Liphatlalatso tsa liketsahalo tsa molao le tsa taolo li laetsoe ke SEC ho Foromo ea lipampiri tsa ADV, e sebetsang e le mohloli oa bohlokoa oa tlhahisoleseling bakeng sa ho lekola nalane ea ho latela melao ea feme.
• Tharollo ea bohlokoa le SEC e kenyellelitse tlhahiso e sa lekaneng mabapi le litefiso tsa 12b-1, ho senola khohlano ea thahasello e lebisitseng ho tefo e kholo ho batseteli, e ka bang $ 9.3 milione.

Lintlha tsena ke tsa bohlokoa ho lekoleng ho ts'epahala le boemo ba boitšoaro ba LPL Financial ho latela nalane ea eona ea khalemelo.

fihlela qeto e

Qetellong, LPL Financial e boloka boteng ba bohlokoa boemong ba boeletsi ba lichelete, e fana ka marang-rang a matla a baeletsi le theknoloji e ncha. E na le boemo bo babatsehang mabapi le tekano ea likhoebo 'me e fana ka litšebeletso tse fapaneng ho bareki.

Leha ho le joalo, likhathatso tse bakoang ke liketso tsa khalemelo, litefello tse sa bonahaleng, le likhohlano tse ka bang teng ka lebaka la boemo ba eona ba khoebo ea sechaba li hloka ho nahanoa ka hloko. Lintlha tse joalo li totobatsa bohlokoa ba boitelo bo nepahetseng bakeng sa bareki ba tlang ho lekola linyehelo tsa LPL Financial.