securities-backed lending

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LPL Financial

The advisor's role is no longer simply to allocate capital, but rather to architect how capital is deployed, accessed, and preserved across a client's financial life.

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INDUSTRY GROWTH IN SECURITIES-BACKED LENDING 2011-2024

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The Cost of Accessing $250,000 in Liquidity

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"In my view, clients with at least $250,000 in taxable assets should consider establishing a liquidity framework well before a need arises, and a securities-backed line of credit is often one option worth evaluating."

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How securities-backed lending is changing the way high-net-worth households think about taxes, flexibility, and portfolio resilience.