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Overview
LPL Financial is a leading provider of investment and wealth management services to independent financial advisors and financial institutions. The company was founded in 1989 and is based in San Diego, California. LPL Financial provides advisors with a wide range of products and services, including access to a broad range of investment options, technology, and compliance support. LPL Financial serves over 14,000 advisors and over 700 financial institutions across the United States. Services provided by LPL Financial: 1. Investment and Wealth Management Services: LPL Financial offers a variety of investment and wealth management services, including access to stocks, bonds, mutual funds, exchange-traded funds (ETFs), alternative investments, and more. These services also include comprehensive financial planning and risk management solutions. 2. Technology Solutions: LPL Financial provides advisors with technology solutions to help them efficiently manage their clients’ investment portfolios and streamline their practice operations. These solutions include portfolio management and trading tools, account monitoring and reconciliation, and client communication platforms. 3. Compliance Support: LPL Financial provides advisors with comprehensive compliance support to ensure they adhere to industry regulations and standards. This includes access to compliance tools and resources, training, and guidance from experienced compliance professionals. 4. Practice Management Support: LPL Financial offers advisors various practice management support services, including marketing and lead generation assistance, business planning, and referral programs. These services are designed to help advisors grow and manage their practices effectively. 5. Education and Training: LPL Financial provides advisors with a broad range of educational and training resources to help them stay current on industry trends, regulations, and best practices. These resources include webinars, workshops, conferences, and online courses. 6. Insurance Solutions: LPL Financial offers insurance and annuity products through its subsidiary, LPL Insurance Associates. This provides advisors with a comprehensive set of insurance solutions to offer their clients, including life, health, disability, and long-term care insurance. 7. Retirement Services: LPL Financial offers a range of retirement services, including access to individual retirement accounts (IRAs), employer-sponsored retirement plans, and retirement income planning solutions. Overall, LPL Financial is committed to providing advisors with the resources and support they need to help their clients achieve their long-term financial goals.
👉 InsightfulValue is a platform for public company analysis.
👉 We provide a database of public companies, with a focus on value investing principles.
👉 We carefully select every company in our database. With only 1848 listed, there's a reason for that.
👉 The reason is simple – we only select the best-performing public companies, true champions. And we know exactly what we mean by "champion."
👉 For us, a champion is a company with strong finances, a history of impressive dividends, great management, and standout products or services. We mean it.
👉 For each company, we have 465 questions and answers covering every aspect of their market position and operations. Everything.
👉 ... plus additional 98 Q&A about the industry each company operates in.
InsightfulValue is an independent platform dedicated to value investing research. The information provided on this website is for informational and educational purposes only and does not constitute financial, investment, tax, or legal advice. We are not financial advisors, investment consultants, or licensed consultants. Our analyses, insights, and criteria are based on principles learned from renowned value investors such as Benjamin Graham, Warren Buffett, and Charlie Munger, but they should not be considered personalized investment recommendations. Investing in financial markets carries risks, and past performance is not indicative of future results. Users of this website should conduct their own due diligence and consult with a qualified professional before making any financial or investment decisions. InsightfulValue assumes no liability for any financial losses or decisions made based on the information provided on this site. By using this website, you acknowledge and accept that all investments involve risk and that InsightfulValue does not guarantee any financial outcomes.
