Every journey tells a story. What's yours? This #PrideMonth, we're celebrating every step, every challenge, and every triumph. We'll feature the voices, stories and journeys of our LGBTQ+ employees and financial professionals all month long. Join us as we come together, United in Pride, celebrating the diverse paths that shape our community.
LPL Financial
Financial Services
San Diego, CA 115,389 followers
We take care of our advisors, so they can take care of their clients.
About us
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.
- Website
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https://www.lpl.com/
External link for LPL Financial
- Industry
- Financial Services
- Company size
- 5,001-10,000 employees
- Headquarters
- San Diego, CA
- Type
- Public Company
- Founded
- 1989
- Specialties
- Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, and Financial Services
Locations
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Primary
4707 Executive Drive
San Diego, CA 92121-1968, US
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1055 LPL Way
Fort Mill, South Carolina 29715, US
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75 State St
22nd Floor
Boston, Massachusetts 02109, US
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13620 N FM 620
Building C, Suite 200
Austin, Texas 78717, US
Employees at LPL Financial
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Isaac Kim - CRPC®, CRPS®
Selling your business or real estate???? Let's discuss strategies to mitigate capital gains tax so you can keep more💰money💰in your pocket and pay…
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Michael Archer, SAFe 6 Agilist and Scrum Master, PMP, CSM
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Stacy Clarke, CSPO
Product Management, Strategy, and User Experience
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Joe Globensky
Financial Advisor at Broadway Graham Wealth Partners. Helping you make informed decisions for your financial independence.
Updates
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LPL Financial reposted this
Congratulations to the recipients of this year’s LPL Financial Law Firm DEIB Awards, Davis Wright Tremaine LLP and Jules Carter! We honor your commitment to expanding opportunities for attorneys of all backgrounds and advancing diversity, equity, inclusion, and belonging in the legal profession. We are proud to partner with you as we strive to make the legal profession inclusive for all. Keep up the great work! https://bit.ly/4bINVbc
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👋 Say hello to the newest members of the LPL Advisor Inclusion Council! These advisors and institutional representatives bring their unique perspectives and a heartfelt commitment to inclusivity. They're ready to make a real impact on our mission and help us lead the way in building a truly inclusive community. Join us in welcoming these new members! 👇 Leave a comment to congratulate them and share your thoughts on how we can continue to build a more inclusive community, together.
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This Asian American, Native Hawaiian, and Pacific Islander Heritage Month, we're honored to spotlight the inspiring stories and reflections from five of our LPL-affiliated financial professionals. Their journeys and perspectives enrich our community and remind us of the power of diversity. Swipe ➡️ to explore their stories. #AANHPIMonth Feat. Bob Chitrathorn, CPFA® of Simplified Wealth Management, Roohi Darugar, CRPC, John Butang of CIG Wealth Management, Tina Ma and Stuart Ng, CFP® 👇 Let us know who inspires you in the comments.
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Have you ever faced a challenge so big, it felt like scaling Mount Everest? 🏔️ Today, on #InternationalEverestDay, we celebrate the spirit of those who dare to ascend the world's highest peaks—both literally and metaphorically. In her inspiring message, Alison Levine, team captain of the first American Women's Everest Expedition and keynote speaker at #LPLISSummit, reminds us that sometimes, taking a step back is a strategic move that allows us to gather strength and push forward with renewed vigor.
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Are you one of the 43.8 million people who hit the road this Memorial Day weekend? 🚗💨 This year's travel forecast nearly reached the record high from 2005, marking a 4% increase from last year. As we geared up for a weekend of remembrance and relaxation, it was exciting to see so many people ready to make new memories. Whether you visited family, explored new places, or just enjoyed a much-needed break, it was a great time to reflect on the freedoms we cherish, thanks to those who served.
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Ever wondered what it takes to keep a century-old legacy thriving in today's financial landscape? The story of Pilot Financial, headquartered in Greensboro, North Carolina, dates to the turn of the 20th century when three small firms, each making their mark on the industry, merged. This history is a testament to their commitment to innovation and excellence in financial advising. Today, Pilot Financial continues to build on this legacy, supporting entrepreneurial-minded independent advisors with everything from strategic planning and coaching to compliance and administrative assistance. We're excited to support Pilot Financial's growth and success, drawing on their historic strengths while looking forward to a future of shared achievements. It's an honor to welcome this dynamic large team and their 105 financial advisors into our network → https://bit.ly/3KdmzxN | #WelcomeToLPL
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Why would two seasoned advisors with a friendship as solid as their financial acumen choose LPL for their new venture? Alain Verhille, CFP®, CPFA® and James Wood saw something unique: an employee affiliation model tailored specifically for advisors who focus on high-net-worth clients. So, what does this mean for their clients? It means enhanced services, more focused attention, and innovative strategies tailored to each family’s unique needs and long-term goals. Alain and James are now even better equipped to guide multi-generational families through the complexities of wealth management, thanks to the backing of LPL’s extensive network and resources. Discover how this model will empower Auctus Legacy Private Wealth Management → https://bit.ly/3WUshMv | #WelcomeToLPL
LPL Welcomes Auctus Legacy Private Wealth Management
lpl.com
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Have you taken a moment to breathe today? On World Meditation Day, we're embracing the power of mindfulness—one breath at a time. Whether it's five minutes during your lunch break or a quiet morning moment, a few deep breaths can bring calm and clarity to our busy lives. #MentalHealthAwarenessMonth How do you incorporate mindfulness into your routine?
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This month, we proudly honor the vibrant cultures and histories of the Asian American, Native Hawaiian and Pacific Islander communities as we celebrate #AANHPIMonth. This year’s theme, “Advancing Leaders Through Innovation,” is a tribute to the trailblazers and visionaries whose creativity and resilience have made a lasting impact. Throughout the month, we’re spotlighting stories of AANHPI leaders who have broken barriers and created new opportunities. From tech pioneers to advocates for social justice, their stories are not just inspiring—they’re a call to all of us to continue pushing the boundaries of what’s possible. Share how you’re celebrating or tell us about the AANHPI leaders who inspire you. Drop your thoughts in the comments below 👇
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LPLA
NASDAQ
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$280.06
-0.12 (-0.043%)
- Open
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- High
- 283.88
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