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The UPSTREAM Advantage

At UPSTREAM, our dedication is to offer a level of service and dedication to our advisors to help them sustain and attain their goals for their business. In addition to having access to the tools, services and solutions from LPL's back office, advisors can expect a second layer of support from UPSTREAM to add value to their day to day operations. 

Additional Upstream Support

  • Laptops
  • Business Cards
  • Professional Employee Organization Available
  • Optional Health Insurance Plan
  • Website & Marketing Materials
  • Death & Disability and Succession Program
  • Local Meetings
  • Business Support
    • Recruiting Team Members
    • Finding, Designing & Negotiating Real Estate
    • Interviewing Support Staff
    • Support Sourcing/Negotiating Acquisitions
    • Problem Solving
    • Consulting
  • Upstream Reward Trips
    • Circle of Excellence
      • Top 15%
      • Guest Included
    • Champions Trip
      • Top 30%
      • Advisor Only
      • Choose from 1 of 2 options
Learn more