LPL creates paraplanning unit to help advisers build plans
Team of paraplanners will gather data and input it into planning software to provide financial plans for advisers' clients.
LPL Financial has introduced a financial planning service for use by its affiliated and employee representatives.
The firm’s new Paraplanning Services team will work with advisers to learn about their clients’ needs. Then paraplanners will gather and input data into financial planning softwar
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