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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, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]
Clients have included Chevy Chase Trust, Calvert Investments, [10] [11] Delaware Investments, Fidelity Investments, LPL Financial, [12] [13] [14] State Street Global Advisors and Vanguard. Wilbanks Partners has also developed an expertise in industry associations, having worked with the Sustainability Accounting Standards Board , the Money ...
Simon Hobbs is a British-born financial advisor who emigrated to the USA in 2009 and became an American citizen in 2018. [1] He is part of California Financial Partners. Being independent, his business is not directed by a bank and instead he employs LPL Financial as his broker dealer. [2]
Nagendra Karri started his career [6] working with a private brokerage firm LPL Financial, San Diego.He moved to New York City in 2006, and worked on a high-end security system for Department of Health, New York City.
Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [ 1 ] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products . [ 1 ]
LPL / Large Positive Lock, a lens mount used on Arri cameras and lenses; Lucent Public License, an open-source license; LockPickingLawyer, an American YouTuber; London Property Letter, UK; Liverpool John Lennon Airport, UK (by IATA airport code) Lease-a-Plane International, Northbrook, Illinois, USA (by ICAO airline code
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