LPLA Profile
LPL Financial Holdings Inc., along with its subsidiaries, offers a comprehensive platform of brokerage and investment advisory services tailored for independent financial advisors and advisors at financial institutions throughout the United States. The company’s brokerage services encompass a wide range of products, including variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income products, and insurance. Additionally, LPL Financial provides alternative investments, such as non-traded real estate investment trusts and auction rate notes, catering to diverse investment needs.
The company’s advisory platforms are designed to provide access to a variety of investment options, including mutual funds, exchange-traded funds (ETFs), stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers. LPL Financial also offers no-load multi-manager variable annuities, allowing financial advisors to craft diversified and customized investment portfolios for their clients. The inclusion of these comprehensive advisory platforms ensures that advisors can offer robust and versatile investment solutions.
LPL Financial further extends its services with money market proggrams and retirement solutions tailored for commission and fee-based models. These solutions enable advisors to deliver comprehensive brokerage services, consultations, and advice to retirement plan sponsors, thereby addressing the retirement planning needs of clients. The company's extensive suite of services also includes tools and resources designed to help advisors expand and manage their practices effectively. These include trust services, investment management oversight, custodial services, and insurance brokerage general agency services.
In addition to its core offerings, LPL Financial provides technology products that enhance the capabilities of financial advisors. These technological tools include proposal generation, investment analytics, and portfolio modeling, all aimed at streamlining the advisory process and improving client outcomes. Founded in 1989 and headquartered in San Diego, California, LPL Financial Holdings Inc. was formerly known as LPL Investment Holdings Inc. until its name change in June 2012. The company has established itself as a leading provider of integrated financial services, supporting advisors in delivering exceptional value to their clients.
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