LPL FINANCIAL HOLDINGS INC (LPLA)

Company Profile

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. The company is headquartered in San Diego, California and currently employs 7,469 full-time employees. The company went IPO on 2010-11-18. The firm provides its technology and service to advisors through a technology platform that is cloud-based and Web-accessible. The firm offers a customizable platform of integrated technology, brokerage and advisory platforms, digital capabilities, clearing and compliance services, business solutions, planning and advice services, and consultative practice management programs. The company automates time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing. The Company’s products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, retirement plan products, separately managed accounts, structured products and unit investment trusts.

Company Info

LPL FINANCIAL HOLDINGS INC

4707 Executive Drive

San Diego CALIFORNIA 92121

P: 18008777210

CEO: Dan H. Arnold

Employees: 7469

Website: https://lplfinancial.lpl.com/