LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The companys fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1968 and is based in Boston,...
View Top Employees from LPL FinanicalWebsite | http://www.lpl.com |
Ticker | LPLA |
Revenue | $5.87 billion |
Funding | $469.7 million |
Employees | 160 (142 on RocketReach) |
Address | 4707 Executive Dr, San Diego, California 92121, US |
Phone | (800) 877-7210 |
Industry | Brokerage, Finance |
Keywords | Financial Advisory, Independent Financial Advice, Brokerage, Annuities, Mutual Funds, Retirement Accounts, Estate And Trust Services, Alternative Investments |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 42 Companies, NAICS Code 425 Companies, NAICS Code 5223 Companies, NAICS Code 52 Companies, NAICS Code 4251 Companies, NAICS Code 522 Companies |
Looking for a particular LPL Finanical employee's phone or email?
The LPL Finanical annual revenue was $5.87 billion in 2024.
Scott Barley is the President and Owner - Amplio Wealth Management of LPL Finanical.
142 people are employed at LPL Finanical.
LPL Finanical is based in San Diego, California.
The NAICS codes for LPL Finanical are [42, 425, 5223, 52, 4251, 522].
The SIC codes for LPL Finanical are [621, 62].