LPL Financial Details

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 Pri...
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.
Website
Employees
HQ
+1 617-423-3644
Location
San Diego, California
Revenue
$5.4B

Technologies

Content Delivery Networks
Domain Name Services
Email Delivery
Email Marketing
Email Providers
Marketing Automation

Notable Alumni

Aaron Burgess
Community Representative
County of San Diego
Abel Cruz
Information Security Engineer III
American Credit Acceptance
Abria Hickmon
Digital Merchandise Assistant
Belk
Adam Bruggeman
Regional Vice President - Protection Sales
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Adam Slick
Director - Marketing
Collins Aerospace

Job Postings

Employees

Unmanned Aircraft Commander(VUP-19 SAU)
AVP, Advanced Analytics
Assistant Vice President, Marketing Regulatory Review
Head of Product and Strategy, SME Services

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