| Category: | Insurance agency, |
|---|---|
| Address: | 35 Porter Ave, Naugatuck, CT 06770, USA |
| Postal code: | 06770 |
| Phone: | (203) 723-2948 |
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As a self-clearing firm, LPL Financial centralizes and simplifies your business. One sign-on, one client portal, one team to call. And more flexibility. Run your practice from a single, integrated workstation with one sign-on. Connect to our dedicated service and operations team with one call—80% of all calls are answered within 30 seconds.
LPL Financial Holdings, Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
SAN DIEGO, Dec. 15, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the "Company"), today released its monthly activity report for November 2022. Total advisory and brokerage assets at the end of November were. Toggle Summary. Nov 30, 2022.
Account View is a safe and secure way to view balances, review transactions, and see your financial progress. Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
Are you out of the office? Activating On-the-Go will mask sensitive information.
Churning is a practice where a stockbroker engages in excessive trading in a customer's account for the purpose of racking up commissions. The broker makes money at the expense of the customer. Churning is illegal and violates both SEC and FINRA (Financial Industry Regulatory Authority) rules. Former LPL broker Paul Lebel was fined $56,000 ...
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client's wealth.
Company - Public (LPLA) Industry: Investment & Asset Management. Revenue: $1 to $5 billion (USD) Competitors: Fidelity Investments, UBS, Morgan Stanley. Create Comparison. As the nation's leading independent broker-dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than ...
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment ...
The path to retirement isn't always clear - sometimes it helps to have guidance along the way. Worksite Financial Solutions provides you with the tools and resources that may help you make better financial decisions—helping you pursue your long-term goals during each phase of your financial life. From informative videos and tutorials to ...