LPL Financial
Founded Year
1989Stage
IPO | IPODate of IPO
11/18/2010Market Cap
15.43BStock Price
193.61About LPL Financial
LPL Financial operates as a brokerage firm. It offers asset management, research analysis, portfolio construction, financial planning, and advisory services. LPL Financial was formerly known as LPL Investment Holdings. The company was founded in 1989 and is based in San Diego, California.
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LPL Financial Patents
LPL Financial has filed 1 patent.
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
8/6/2015 | 10/24/2017 | Plumbing, Thermodynamics, Temperature control, Bathing, Hydrotherapy | Grant |
Application Date | 8/6/2015 |
|---|---|
Grant Date | 10/24/2017 |
Title | |
Related Topics | Plumbing, Thermodynamics, Temperature control, Bathing, Hydrotherapy |
Status | Grant |
Latest LPL Financial News
May 24, 2023
The DI Wire May 24, 2023 DIRECTORY SPOTLIGHT LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Bruce Pienton and Scott O’Mara have launched a new independent practice, Bridgewright Wealth Partners, through affiliation with LPL Strategic Wealth Services. The advisors, formerly affiliated with Wells Fargo Advisors, reported having served approximately $240 million in advisory and brokerage assets. Based in Grand Rapids, Pienton and O’Mara are Michigan natives with a collective of more than 60 years of industry experience, guiding families and business owners through the challenges of growing, maintaining and passing along wealth to heirs and causes they care about. They are joined by Bradley Day, director of client relations. “It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said. “We believe an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. We work closely with other professionals to make sure that everyone is working towards these common goals for the client.” LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
LPL Financial Frequently Asked Questions (FAQ)
When was LPL Financial founded?
LPL Financial was founded in 1989.
Where is LPL Financial's headquarters?
LPL Financial's headquarters is located at 4707 Executive Drive, San Diego.
What is LPL Financial's latest funding round?
LPL Financial's latest funding round is IPO.
Who are the investors of LPL Financial?
Investors of LPL Financial include Hellman & Friedman and TPG Capital.
Who are LPL Financial's competitors?
Competitors of LPL Financial include Cetera Financial Group and 5 more.
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