LPL Financial welcomed advisors who joined its institution partners in July
Public source
Publisher name
Public post
When talented advisors choose to be enabled by LPL Financial, it says something about the platform behind them — and the value we're built to deliver together. Every adv…
Company
LPL Financial
Empowering financial advisors to deliver personalized advice to all who need it.
- Industry
- Financial Services
- Location
- San Diego, US
- Company size
- 10,001+ employees
About LPL Financial
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
See moreLatest activity
Latest activity from LPL Financial
54 signals
People
LPL Financial promoted Branson McCoy to Vice President, Technology Program Delivery & Engineering.
Presence & Recognition
LPL Financial co-chairs an event with Ryder Pierce, CFA on September 28th at PV.
People
LPL Financial employees have used their 16 paid volunteer time off hours at food banks near their campuses including Jacobs & Cushman San Diego Food Bank, Second Harvest Food Bank of Metrolina, and NY Common Pantry.
Discover more
Similar signals
Similar public activity from other companies.
Customers & Market
Wells Fargo Advisors
Wells Fargo Advisors added three advisor practices including talent from William Blair, J.P. Morgan, UBS, and Ameriprise representing more than $800M in client assets across these highlighted practices.
Customers & Market
Raymond James
Raymond James welcomed another bank, IB Wealth Management, to join the Raymond James family.
Customers & Market
Cetera Financial Group
Cetera Financial Group's AdviceWorks® tool was described as Grace Hayden MacNaught's growth partner.
Customers & Market
SAVVI Financial
SAVVI Financial helped a Top 10 recordkeeper deliver personalized, survey-less retirement income guidance to 900,000+ participants.
Customers & Market
Queen City Financial Advisors