Advisor Resources
Onboarding & Transition Support Resources
Meet the Team
-
Kristin Hill
Onboarding & Integration Manager -
Susan Andre
Transition Support Partner -
Shannon Lattal
Onboarding & Integration Specialist -
Karen Holder
Operations Specialist
NLA Processing Guide
Join LPL Profile Guide
Onboarding Processing Guide: Exam Takers
Onboarding Processing Guide: Registered Admins