Imagine a world where your client's financial journey is nurtured—not just managed. That’s the vision of Investment Advisors Financial Group. And they are taking this goal to the next level by joining the LPL network. Their transition is fueled by a desire for greater autonomy and a commitment to elevating client experiences through advanced technology and comprehensive services. This partnership signifies a new chapter of enhanced service and innovation, promising to empower clients and advisors alike. Discover how LPL is redefining what it means to manage wealth effectively → https://bit.ly/3zVWlhr
LPL Financial
Financial Services
San Diego, CA 118,191 followers
We take care of our advisors, so they can take care of their clients.
About us
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve 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 thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.
- Website
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https://www.lpl.com/
External link for LPL Financial
- Industry
- Financial Services
- Company size
- 5,001-10,000 employees
- Headquarters
- San Diego, CA
- Type
- Public Company
- Founded
- 1989
- Specialties
- Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, and Financial Services
Locations
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Primary
4707 Executive Drive
San Diego, CA 92121-1968, US
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1055 LPL Way
Fort Mill, South Carolina 29715, US
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75 State St
22nd Floor
Boston, Massachusetts 02109, US
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13620 N FM 620
Building C, Suite 200
Austin, Texas 78717, US
Employees at LPL Financial
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Isaac Kim - CRPC®, CRPS®
Selling your business or real estate???? Let's discuss strategies to mitigate capital gains tax so you can keep more💰money💰in your pocket and pay…
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Michael Archer, SAFe 6 Agilist and Scrum Master, PMP, CSM
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Stacy Clarke, CSPO, POPM
Product Management, Strategy, and User Experience
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Joe Globensky
Financial Advisor at Broadway Graham Wealth Partners. Helping you make informed decisions for your financial independence.
Updates
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Organizing the #LPLFocus experience that's best for you is easy, thanks to Schedule Builder. From your registration email, grab your confirmation number, sign on to Schedule Builder and reserve your spot at relevant breakouts. Don't delay though, popular sessions fill up quickly.
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Get ready for one eventful #LPLFocus. And be sure to leave a little time to take in the local flavor and charm that defines San Diego. Whether you're a foodie, outdoor enthusiast, art lover, or sports fan, there's something for everyone. ⚾️ San Diego Padres 🏙️ Gaslamp Quarter Association 🏖️ #CoronadoIsland 🌳 Balboa Park Cultural Partnership 🐘 San Diego Zoo Wildlife Alliance ☀️ San Diego Tourism Authority
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The power of innovation can transform experiences. That's why we're excited to introduce Sid Vyas as executive vice president, Chief Technology Officer of Infrastructure and Operations. With over 25 years of experience, Sid is not just stepping into a role; he's stepping up to ensure our operating platforms are not only stable and reliable but also pioneering and efficient. “In an era where advanced platform protections and operational precision are increasingly crucial, Sid's distinguished leadership in managing risk platforms, driving agile transformations, leading technology delivery teams and overseeing cloud migrations uniquely positions him to enhance and safeguard our platforms," said Greg Gates, managing director, Chief Technology and Information Officer. Welcome, Sid! Together, we're not just embracing the future—we're making it → https://bit.ly/4d5puou
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It's a great time to start setting your #LPLFocus calendar. Especially on a topic that we're passionate about at LPL, women advancing in the financial industry. Check out the speaker lineup of heavy weights – who better to lead the charge? #FocusOnWomen
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Imagine leaving the field after 18 years as a minor league baseball exec, only to lace up for a whole new game – one where the stakes are personal futures rather than points on the scoreboard. This is the story of Nate Cloutier, whose pivot from professional sports to finance wasn't just a career change—it was a mission to make a difference. Joining LPL's RIA as a fee-only advisor offers the unique advantage of tailoring your advisory business to your vision, with full ownership and robust support. This empowers advisors like Nate to focus solely on what they do best—helping clients achieve their financial dreams. Learn more about Nate's journey → https://bit.ly/3SbwCHW
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We're taking a moment to celebrate a true turning point in our history – the passage of the Americans with Disabilities Act (ADA). This isn't just about a law; it's about how we're learning to embrace everyone with respect. During #DisabilityPrideMonth, our People with disAbilities Employee Resource Group is leading the charge in creating a space where everyone's unique Abilities and stories are not just heard but celebrated. This group isn't just a resource—it's a community that uplifts our employees, providing support and building meaningful connections. Whether you're someone with a disAbility or an ally, your experiences and stories have incredible power to unite us. Feat. Bayani Atienza, Shannon Mouzon, Alex Arnold & John O'Keefe
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#LPLFocus is back and delivering dynamic days of learning, networking and thriving for financial professionals at all levels in practices and institutions of all types and sizes. Join us in downtown San Diego!
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Ready to redefine the sales landscape? Join us on Wednesday, July 17 at 3pm PT / 6pm ET for Rising in the Ranks, an #LPLCareers virtual panel discussion featuring leaders Le's Carrington, Phillip Langella and Abby Torry. Dive into their career journeys and the pivotal moments that shaped their path to success. Don't miss out—register now to secure your spot → https://bit.ly/4d1RiKF
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Credit unions are stepping up. With our support, you're not just meeting member needs—you're making deep connections in the community. From education programs to partnerships with financial advisors, a collaborative approach can help you meet the changing needs of your members and strengthen community ties. Christopher Cassidy shares how we can help → https://bit.ly/3zCAv2e
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LPLA
NASDAQ
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$239.20
12.2 (5.374%)
- Open
- 227.79
- Low
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- High
- 242.07
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