LPL Financial | Company Profile - Revenue, Headcount, Tech Stack, Contacts
LPL Financial is a leading financial services company established in 1989 through the merger of two brokerage firms.
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LPL Financial is a leading financial services company established in 1989 through the merger of two brokerage firms. It operates as an independent broker-dealer network, providing a wide range of financial services and solutions to independent financial advisors, institutions, and their clients.
The company offers personalized investment advice, financial planning, wealth management, banking and lending solutions, and insurance services. Its technology platforms support proposal generation, portfolio analytics, and investment modeling, enhanced by the acquisition of AdvisoryWorld in 2018. LPL Financial serves a diverse customer base, enabling financial professionals to deliver tailored advice and investment solutions for retirement planning, wealth accumulation, and risk management. Through strategic acquisitions, such as the purchase of National Planning Holdings, Inc. in 2017, the organization has expanded its reach, integrating several independent broker-dealer firms into its network and maintaining a commitment to supporting independent advisors.
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