
Advisor Resources
Onboarding & Transition Support Resources
Meet the Team
-
Casey Hall
Director of Onboarding & Integration -
Kristin Hill
Onboarding & Integration Manager -
Susan Andre
Transition Support Partner -
Shannon Lattal
Onboarding & Integration Specialist -
Karen Holder
Operations Specialist

NLA Processing Guide

JoinLPL Profile Guide

Onboarding Processing Guide: Exam Takers

Onboarding Processing Guide: Registered Admins
