LPL Financial

Revision as of 17:15, 6 October 2012 by Andrew (talk | contribs)

LPL Financial is one of the leading financial service provider in the United States. The company offers integrated platform of proprietary technology, brokerage, and investment advisory services for more than 12, 500 financial advisors. The company ranked 26th in the Top 40 Wealth Managers in America [3] and ranked no. 1 in the Top 50 Broker-Dealers ranked by number of representatives producing $100,000 to 499,000. [4] LPL Financial is trading at NASDAQ under the ticker symbol "LPLA." In 2011, the company reported $3.5 billion in revenue. It has more the 2,7000 employees in offices located in Boston, Charlotte and San Diego. Mark Casady serves as Chaiman & CEO of the company. [5]

Type: Public Company
Industry: Financial Services
Founded: 1989
Headquarters: 9785 Towne Centre Drive

San Diego, CA 92121-1968

Country: USA
Employees: more than 2,700 [1]
Revenue: $3.5 billion (2011)[2]
Website: lplfinancial.lpl.com
Facebook: LPL Financial
LinkedIn: LPL Financial
Twitter: Financial @LPL Financial
Key People
Mark Casady, Chaiman & CEO

Application for .lpl gTLD

The company is applying for the .lpl and .lplfinancial Brand TLDs, outsourcing its technical registry operations to Sensirius.[6][7]

Services

LPL Financial provides the following services: [8]

  • Independent Advisor Services- provides business consulting, development, management practice & training as well as marketing support for financial advisors interested in operating their own business.
  • Institution Services- provides investment, advisory and insurance products to advisors and program managers of community and regional banks and credit unions, which they can offer to their clients.
  • Custom Clearing Services- provides support for brokers/dealers at leading financial services companies.

References