LPL Financial announced that it will be participating in the 2026 Roth activity.
Published
Signal category
Strategy & Corporate Development
Quote
“99014a8_why-soft-retirement-changes-your-2026-roth-activity”
— Neal O Sullivan|LPL Financial team
Company
LPL Financial
Empowering financial advisors to deliver personalized advice to all who need it.
- Industry
- Financial Services
- Location
- San Diego, US
- Company size
- 14,988 employees
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org
Founded 1989