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About the company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. It offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
- Revenue in USD (TTM)11.52bn
- Net income in USD1.01bn
- Incorporated2005
- Employees8.79k
- LocationLPL Financial Holdings Inc4707 Executive DriveSAN DIEGO 92121United StatesUSA
- Phone+1 (617) 423-3644
- Fax+1 (302) 655-5049
- Websitehttps://lplfinancial.lpl.com/
Mergers & acquisitions
Acquired company | LPLA:NSQ since announced | Transaction value |
---|---|---|
Investment Center Inc | 47.98% | -- |
Atria Wealth Solutions Inc | 29.30% | -- |