|
gptkbp:instance_of
|
gptkb:financial_services
|
|
gptkbp:acquisition
|
gptkb:National_Planning_Holdings
Fidelity Investments' retail brokerage business
|
|
gptkbp:acquisition_year
|
gptkb:2015
gptkb:2018
gptkb:2020
|
|
gptkbp:awards
|
Best Places to Work
Top 10 Independent Broker-Dealers
|
|
gptkbp:business_model
|
independent broker-dealer
|
|
gptkbp:client
|
financial advisors
institutions
|
|
gptkbp:community_involvement
|
volunteer programs
financial literacy programs
charitable contributions
|
|
gptkbp:financials
|
risk assessment tools
financial calculators
portfolio analysis tools
|
|
gptkbp:focus
|
supporting financial advisors
|
|
gptkbp:founded
|
gptkb:1968
|
|
gptkbp:founded_in
|
gptkb:1968
|
|
gptkbp:founder
|
gptkb:Mark_Casady
|
|
gptkbp:head_of_state
|
gptkb:Dan_Arnold
|
|
gptkbp:headquarters
|
gptkb:San_Diego
gptkb:San_Diego,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
LPL Financial
|
|
gptkbp:investment
|
insurance products
ETFs
mutual funds
fixed income
|
|
gptkbp:is_a_platform_for
|
gptkb:LPL_Financial_Mobile_App
LPL Client Portal
LPL Financial Advisor Platform
|
|
gptkbp:market_position
|
largest independent broker-dealer in the U. S.
|
|
gptkbp:number_of_employees
|
approximately 4,000
|
|
gptkbp:parent_company
|
gptkb:LPL_Holdings
|
|
gptkbp:partnership
|
multiple financial institutions
|
|
gptkbp:partnerships
|
gptkb:Pershing
gptkb:Morningstar
gptkb:TD_Ameritrade
gptkb:Envestnet
gptkb:Black_Rock
gptkb:investors
Fidelity
Schwab
|
|
gptkbp:regulatory_body
|
gptkb:FINRA
gptkb:SEC
|
|
gptkbp:revenue
|
$2.5 billion (2020)
|
|
gptkbp:service_type
|
broker-dealer services
|
|
gptkbp:services
|
gptkb:Wealth_Management
investment advisory
retirement planning
|
|
gptkbp:stock_symbol
|
LPLA
|
|
gptkbp:training_programs
|
continuing education
sales training
compliance training
|
|
gptkbp:type
|
broker-dealer
|
|
gptkbp:website
|
www.lpl.com
|
|
gptkbp:bfsParent
|
gptkb:Raymond_James_Financial
|
|
gptkbp:bfsLayer
|
5
|