LPL FINANCIAL
LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors;... financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.
LPL FINANCIAL
Industry:
Finance Financial Services
Founded:
1968-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.lpl.com
Total Employee:
1001+
Status:
Active
Contact:
617-423-3644
Technology used in webpage:
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Current Advisors List
Board_member
2013-01-01
Board_member
Board_member
Board_member
Board_member
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Current Employees Featured
Matthew Audette Chief Financial Officer @ LPL Financial
Chief Financial Officer
Jasin S. Carlen Partner and Wealth Advisor @ LPL Financial
Partner and Wealth Advisor
2010-02-01
Winnie Sun Registered Representative @ LPL Financial
Registered Representative
2011-03-01
Leslie Dunham Head of ESG @ LPL Financial
Head of ESG
2018-10-01
Paul Mineck Senior Vice-President, Relationship Management @ LPL Financial
Senior Vice-President, Relationship Management
2021-12-01
Sheri Smith Vice President Marketing @ LPL Financial
Vice President Marketing
2019-01-01
Mark Peskin SVP Technology | Enterprise Architecture @ LPL Financial
SVP Technology | Enterprise Architecture
2021-11-01
Bryson Pouw Senior Vice President - Technology @ LPL Financial
Senior Vice President - Technology
2020-10-01
Gina Bolvin President Bolvin Wealth Management Group, Inc @ LPL Financial
President Bolvin Wealth Management Group, Inc
1997-01-01
Chris Terhune SVP of Technology Business Management Business Technology Services @ LPL Financial
SVP of Technology Business Management Business Technology Services
Founder
Stock Details
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2020-10-27 | BlazePortfolio | BlazePortfolio acquired by LPL Financial | 12 M USD |
| 2020-04-28 | Lucia Securities | Lucia Securities acquired by LPL Financial | N/A |
| 2018-12-03 | AdvisoryWorld | AdvisoryWorld acquired by LPL Financial | 28 M USD |
| 2017-08-15 | National Planning Holdings | National Planning Holdings acquired by LPL Financial | 325 M USD |
| 2012-01-03 | Fortigent, LLC | Fortigent, LLC acquired by LPL Financial | N/A |
Key Employee Changes
| Date | New article |
|---|---|
| 2022-04-26 | Merrill’s digital chief joins LPL as chief product officer |
Official Site Inspections
http://www.lpl.com Semrush global rank: 141.14 K Semrush visits lastest month: 622.99 K
- Host name: 104.18.26.61
- IP address: 104.18.26.61
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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