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LPL Financial 
Financial services / Financial advisory and brokerage services
🛍️ Products/Services
1. Investment and Retirement Planning: LPL Financial offers a range of investment products and services to help clients plan for their future financial goals and secure their retirement. This includes individual retirement accounts (IRAs), 401(k) rollovers, annuities, and other investment options.
2. Wealth Management: For high-net-worth individuals, LPL Financial offers wealth management services, which include personalized investment strategies, estate planning, tax planning, and risk management.
3. Stock and Bond Trading: LPL Financial offers a variety of investment options for clients looking to trade stocks and bonds, including access to a wide range of securities, investment research and analysis, and trade execution services.
4. Insurance: LPL Financial offers insurance products to help clients protect their assets and manage risks, including life insurance, disability insurance, and long-term care insurance.
5. Financial Planning and Advisory Services: LPL Financial provides personalized financial planning and advisory services to help clients reach their financial goals. This may include budgeting, debt management, saving for major expenses, and creating a personalized financial plan.
6. College Savings Plans: LPL Financial offers college savings plans, such as 529 plans and Coverdell Education Savings Accounts (ESAs), to help families save for their children’s education.
7. Banking and Cash Management Services: LPL Financial offers a range of banking and cash management services, including checking and savings accounts, credit and debit cards, and online banking tools.
8. Business Services: LPL Financial also provides services for businesses, such as corporate retirement plans, deferred compensation plans, and business succession planning.
9. Research and Market Insights: LPL Financial offers access to research and market insights to help clients make informed investment decisions. This includes insights on market trends, economic forces, and global events that could impact the financial markets.
10. Digital Tools and Resources: LPL Financial provides clients with a variety of digital tools and resources to help them manage their investments and stay informed about the markets. This includes online account access, portfolio management tools, and educational resources.
See Company Q&A
2. Wealth Management: For high-net-worth individuals, LPL Financial offers wealth management services, which include personalized investment strategies, estate planning, tax planning, and risk management.
3. Stock and Bond Trading: LPL Financial offers a variety of investment options for clients looking to trade stocks and bonds, including access to a wide range of securities, investment research and analysis, and trade execution services.
4. Insurance: LPL Financial offers insurance products to help clients protect their assets and manage risks, including life insurance, disability insurance, and long-term care insurance.
5. Financial Planning and Advisory Services: LPL Financial provides personalized financial planning and advisory services to help clients reach their financial goals. This may include budgeting, debt management, saving for major expenses, and creating a personalized financial plan.
6. College Savings Plans: LPL Financial offers college savings plans, such as 529 plans and Coverdell Education Savings Accounts (ESAs), to help families save for their children’s education.
7. Banking and Cash Management Services: LPL Financial offers a range of banking and cash management services, including checking and savings accounts, credit and debit cards, and online banking tools.
8. Business Services: LPL Financial also provides services for businesses, such as corporate retirement plans, deferred compensation plans, and business succession planning.
9. Research and Market Insights: LPL Financial offers access to research and market insights to help clients make informed investment decisions. This includes insights on market trends, economic forces, and global events that could impact the financial markets.
10. Digital Tools and Resources: LPL Financial provides clients with a variety of digital tools and resources to help them manage their investments and stay informed about the markets. This includes online account access, portfolio management tools, and educational resources.
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