Overview
Description
LPL Financial Holdings Inc. operates as a leading independent broker-dealer network in the United States. It provides an integrated platform of brokerage and investment advisory services to independent financial advisers, financial institutions, and registered investment advisors. The primary function of LPL is to facilitate access to a wide array of financial products such as mutual funds, fixed and variable annuities, equities, and fixed income securities, along with comprehensive financial planning tools.
Notable for its expansive network, LPL collaborates with thousands of financial professionals, enabling them to offer personalized client services while benefiting from the company's robust technological and regulatory compliance support. Its operations significantly impact sectors such as wealth management and financial planning, addressing the needs of retail clients and institutional investors.
Market-wise, LPL Financial Holdings Inc. plays a crucial role in democratizing financial advice access, especially with its model that empowers independent advisers. Headquartered in San Diego, California, LPL continues to thrive by emphasizing adviser independence and providing scalable solutions that help financial professionals grow their practices.
About
CEO
Mr. Richard Steinmeier
Employees
9000
Address
4707 Executive Drive
San Diego, 92121, CA
United States
San Diego, 92121, CA
United States
Phone
800 877 7210
Website
Instrument type
Common stock
Sector
Financial Services
Industry
Capital Markets
Country
United States
MIC code
XNGS