From industry awards to game-changing tech upgrades, July was big for #LPLTech. Greg Gates recaps the wins, the innovations, and what’s next as we head into #LPLFocus. https://lnkd.in/gfnvFr-d
LPL Financial
Financial Services
San Diego, CA 146,407 followers
Empowering financial advisors to deliver personalized advice to all who need it.
About us
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 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. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.
- 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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Mark Martiak
Financial Advisor @ Prudential Advisors Accredited Investment Fiduciary (AIF®)
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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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Joe Globensky
Financial Advisor at Broadway Graham Wealth Partners. Helping you make informed decisions for your financial independence.
Updates
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Summer Bash was a grand slam! ⚾️ From coast to coast, our teams came together to celebrate the season with energy, connection, and community. Check out how we made the most of summer at LPL. #LifeAtLPL
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We’ve officially closed our acquisition of Commonwealth Financial Network. As LPL Financial CEO Rich Steinmeier says, through this acquisition, we’re creating “the best-in-class firm for financial advisors through customized experiences and a breadth of wealth management solutions.” Learn how: https://bit.ly/4m6waaX
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What if you could step into a space where everything you need to grow – your business, your mindset, your network – is waiting for you? That’s what #LPLFocus is all about. And this year, we’re making it crystal clear: the grass is greener here. 🌱 Get ready for what’s next.
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What if you could turn ambition into action – without doing it all yourself? LPL Business Solutions helps advisors streamline, grow, and thrive with support that meets them where they are. Here's how Tim and Carrie made it happen: https://bit.ly/4miAJ1u
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As we count down to #LPLFocus, we’re looking back on the 𝘔𝘦𝘮𝘰𝘳𝘪𝘦𝘴 that made last year unforgettable – moments of inspiration, connection, and momentum. Here’s to making this year even more meaningful.
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#DisabilityPrideMonth is a time to honor identity, challenge stigma, and elevate voices. At LPL, we’re proud to spotlight the perspectives of employees who share what this pride means to them.
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Advisors aren't just planning for wealth – they're planning for legacy. That's why we're proud to see Jennifer Hollers, head of high-net-worth planning services, featured in LinkedIn News' The Finance Files. Jen's perspective on attracting and supporting the next generation of advisors reflects what makes LPL different: a deep commitment to evolving alongside our clients, their families, and the future of wealth itself. https://lnkd.in/gNhyPRFK
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Innovation doesn’t wait for Monday. On 𝘚𝘶𝘯𝘥𝘢𝘺 𝘔𝘰𝘳𝘯𝘪𝘯𝘨, August 10, #FocusOnWomen spotlights the advisors, program managers, and support stars who power LPL. This half-day event is an energizing mix of stories, panels, and a keynote by creativity expert Natalie Nixon, PhD. Secure your seat: search PRE-050 in Schedule Builder and carry the momentum into the week at #LPLFocus.
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What happens when advisors spend less time on paperwork and more time with clients and members? Business growth. Relationship depth. Real Results. Check out what our clients Ye Su, Stewart Campbell, Andrew Hahn, Bill Moor and Dagan Sharpe have to say: https://bit.ly/4o521u5