Business Description
LPL Financial Holdings Inc. is an American financial services company that helps independent financial advisors and institutional advisors run and grow their practices. The company gives advisors access to a wide range of investment products, including annuities, mutual funds, stocks, bonds, and retirement plans, alongside cash management options for their clients. Advisors also benefit from fee-based investment platforms, retirement plan consulting services, and a suite of practice management tools covering everything from portfolio analysis to trust and estate services. Founded in 1989 and headquartered in San Diego, California, LPL Financial serves as an all-in-one support system for financial professionals across the United States.
