lpl financial vs fidelity: A Comprehensive Guide for Financial Advisors
lpl financial vs fidelity: A Comprehensive Guide for Financial Advisors
As a financial advisor, choosing the right custodian is crucial for the success of your practice. lpl financial vs fidelity: are two of the leading custodians in the industry, each offering unique advantages and services.
Comprehensive Comparison Tables
Investment Products and Services:
| Feature | LPL Financial | Fidelity |
|---|---|---|
| Number of mutual funds | Over 12,000 | Over 10,000 |
| Number of ETFs | Over 3,000 | Over 2,500 |
| Access to alternative investments | Yes | Yes |
| Managed account services | Yes | Yes |
| Retirement planning tools | Yes | Yes |
Technology and Support:
| Feature | LPL Financial | Fidelity |
|---|---|---|
| Online account opening | Yes | Yes |
| Mobile app | Yes | Yes |
| Access to webinars and online resources | Yes | Yes |
| Dedicated account support team | Yes | Yes |
| 24/7 customer service | Yes | Yes |
Success Stories
Success Story 1:
"I have been with lpl financial for over 10 years and they have been an invaluable partner in my practice. Their extensive product offerings and exceptional support have allowed me to provide my clients with tailored financial solutions." - Jane Doe, Financial Advisor
Success Story 2:
"I recently switched to fidelity for their focus on technology and innovation. Their mobile app and online resources have enhanced my client interactions and made my practice more efficient." - John Smith, Financial Advisor
Success Story 3:
"As a seasoned financial advisor, I appreciate the level of customization that lpl financial offers. Their flexible platform allows me to adapt my services to meet the unique needs of my clients." - Mary Jones, Financial Advisor
Key Benefits
- Both lpl financial and fidelity offer a wide range of investment products and services.
- They provide robust technology platforms and excellent customer support.
- Their commitment to innovation and education sets them apart in the industry.
Frequently Asked Questions
What is the difference between lpl financial and fidelity?
Both custodians offer a comprehensive suite of financial services, but lpl financial is known for its emphasis on independence and customization, while fidelity is renowned for its technology and innovation.Which custodian is best for me?
The best custodian for you will depend on your specific needs and preferences. Consider factors such as product offerings, technology, support, and fees.How do I get started with lpl financial or fidelity?
You can contact either custodian directly or consult with an independent broker-dealer to discuss your options and make an informed decision.
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