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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]
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 ]
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Fortigent was bought by LPL Financial Holdings in April 2012 [12] [13] [14] and moved its operations from Maryland to Charlotte, North Carolina in 2015 [15] after a $9 Million restructuring. [ 16 ] References
LendingTree, Inc. is an online lending marketplace, founded in 1996 and headquartered in Charlotte, North Carolina.The business platform allows potential borrowers to connect with multiple loan operators to find optimal terms for loans, credit cards, deposit accounts, insurance, etc. LendingTree allows borrowers to shop and compare competitive rates and terms across an array of financial products.
Allspring Global Investments was originally the asset management unit of Wells Fargo known as Wells Fargo Asset Management (WFAM) that was established in 1995. [2]In October 2020, Wells Fargo was exploring the sale of WFAM as part of its efforts to focus more on core competencies and improve its financial performance after the Wells Fargo cross-selling scandal.
In addition, securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA / SIPC.) Insurance products are offered through LPL or its licensed affiliates. QNB Bank and QNB Financial Services (QNBFS) are not registered as a broker-dealer or investment advisor.
Jordan Norley (born September 21, 1979) is an American politician and financial adviser. A Democrat, he has served twice as interim Mayor of West Chester, the seat of Chester County, Pennsylvania. His first term as mayor was from 2017 to 2018, and his second was from 2021 to 2022.
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