LPL Financial

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lpl.com/

Location

Headquarters: Boston, Massachusetts, United States, North America

Region: Massachusetts

Country: US

Continent: North America

About

LPL Financial is a prominent independent broker/dealer based in the United States, focusing on the retail financial advice market. They provide independent financial advisors and institutions with essential services including technology, research, compliance support, and practice management programs. Through these offerings, LPL empowers advisors to deliver personalized financial guidance to millions of American families on wealth management, retirement, and asset management.

LPL Financial is the largest independent broker-dealer in the United States, providing technology, research, clearing, and compliance services to independent financial advisors and institutions. These services enable advisors to manage client wealth, including retirement planning and asset management, for millions of American families.

Legal Name:

LPL Financial Holdings

Founded:

1989

Company Type:

for_profit

Operating Status:

active

Industries

Primary Industry: Finance

Investment BankingLending & BrokerageVenture Capital & Private EquityBusiness ServicesManagement ConsultingResearch & Development

Funding & Financials

Funding Stage:

Public Company

Total Funding:

1900000000

Revenue:

over-1b

IPO Status:

ipo

Stock Symbol:

NASDAQ:LPLA

Stock Exchange:

nasdaq

Founders

Bob Ritzman

Leadership

Sid Vyas — Executive Vice President & Chief Technology Officer

David M. Muilenberg — President-OSJ

Jasin S. Carlen — Partner and Wealth Advisor

Tim Checko — Executive Vice President

Winnie Sun — Registered Representative

Leslie Dunham — Head of ESG

Paul Mineck — Senior Vice-President, Relationship Management

Sheri Smith — Vice President Marketing

Anne Mulcahy — board_member

Richard Schifter — board_member

Beau Browning — advisor

Jennifer Bowman — advisor

Kashif A. Ahmed — board_member

Matthew Krivonak — advisor

Michael R. Howell — advisor

Joel Sambursky — advisor

Technology Stack

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Products

Independent Financial Advisor Business Models: A range of business models allowing financial advisors to choose their level of autonomy and support while maintaining ownership of their practice and client relationships.

Investment and Wealth Management Services: Services providing personalized investment advice, financial planning, wealth management, banking, lending, insurance, and tax planning solutions.

LPL Financial Technology Platform: An integrated technology platform that consolidates daily operational tasks for financial advisors into a single system.

Business Consulting and Growth Solutions: Consulting services and resources to help financial advisors analyze, grow, and streamline their practices.

LPL Research Market Insights: Market research and economic analysis providing timely commentary, forecasts, and investment insights for advisors and investors.

Trust Services: Trust administrative services offered through an affiliate to support financial advisors in providing trust solutions to clients.