Today, we celebrate the freedom that allows us to grow, innovate and prosper—together. From our dedicated financial professionals who guide with integrity, to our diligent home office employees who support our mission – each of us plays a pivotal role in empowering financial independence. Wishing everyone a safe and joyful Fourth of July!
LPL Financial
Financial Services
San Diego, CA 116,965 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
Get directions
4707 Executive Drive
San Diego, CA 92121-1968, US
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Get directions
1055 LPL Way
Fort Mill, South Carolina 29715, US
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Get directions
75 State St
22nd Floor
Boston, Massachusetts 02109, US
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Get directions
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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LPL Financial reposted this
Watch as Christopher Cassidy, Senior Vice President of Institution Business Development at LPL Financial, discusses what institutions need to know about due diligence, culture fit, and finding the right partner 👉 https://lnkd.in/eJbiiqYt
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LPL Financial reposted this
Get a peek today of just some of what you'll find in the 2024 #LPLMidyearOutlook. Just a few more days and #LPLResearch’s comprehensive report will be available!
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This #PrideMonth, we're celebrating the unique stories of our #LGBTQ employees. Through our Pride Alliance Employee Resource Group, we provide a space where everyone belongs and every story matters. Here, we come together, United in Pride, to share and honor every journey, challenge and triumph. Share your story, inspire and be inspired—because together, we are stronger.
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Meet Daniel B. A.—newly promoted President of The Private Trust Company, an affiliate of LPL. Dan is stepping up to the challenge with a clear mission: to expand LPL’s trust offerings and meet the increasing demand for comprehensive legacy planning. Currently serving as trustee for approximately 1,600 families, PTC plays a crucial role in helping advisors and their clients navigate the complex process of transitioning generational wealth. This is more than just managing money; it's about ensuring a lasting legacy that aligns with each family's values and goals.
📣 Meet our new President & Chief Operating Officer, Daniel B. Allen! With nearly two decades of industry experience, Dan is set to lead our efforts in delivering comprehensive trust services to advisors, all while infusing a fresh perspective into our strategic initiatives. We are thrilled to see Dan step into this new role! #LPLFinancial #LeadershipSpotlight
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The bar is high for advisors serving high-net-worth clients. Advisors can dive deep into the heart of their client's world with our structured discovery process – understand their values, their family, their legacy. It's not just about portfolios; it's about people. Swipe through for a straightforward approach: • Deepen Your Discovery Process • Engage the Whole Family • Expand Your Network Transform your advisory practice with our Whole Client Approach→ https://bit.ly/4bdqnKu
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How do we honor a day that changed the course of history? By sharing the stories of Black resilience, the significance of freedom and the ongoing journey toward equality. Join us in honoring #Juneteenth and embracing the work still ahead. Together, under the spirit of "Celebrating Freedom, Advancing Together," we can make a difference. Feat. Tomiko A. and Ken Hopkins
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Today we celebrate those who guide, support and inspire us—be they fathers, mentors or role models. Who's been your guiding star? 🌟 Share your #FathersDay story with us!
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We're honored to be named a finalist in four categories at the 10th Annual WealthManagement.com Industry Awards. This recognition celebrates our unwavering drive to provide outstanding service and innovative solutions to advisors and institutions. Here’s to bringing home the #Wealthies! 🏆
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LPLA
NASDAQ
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$276.01
-3.36 (-1.203%)
- Open
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- High
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