LPL Financial | LinkedIn (original) (raw)
Financial Services
San Diego, CA 122,402 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.
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
Employees at LPL Financial
Updates
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122,402 followers
5d Edited
Tech enthusiast? Finance whiz? Business strategist? We've got a place for you. Our 10-week summer internship is your ticket to take the #LEAPatLPL. This week, we're at Auburn University meeting with future leaders like you. Ready to turn your passion into your profession? Discover more → https://lnkd.in/dDb9vp4n - As we welcome the #AutumnEquinox today, we're reminiscing about last week's golden moments at #LPLSummit! Our Autumn Peaks happy hour was the perfect prelude to fall. From pale yellow aspens to rich amber spirits, every moment was pure gold. Who knew networking could taste this good? 🍁🥃
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122,402 followers
1w Edited
Julian Lopez kicked off #LPLSummit General Session 2 by celebrating our top advisors. Then, Aneri Jambusaria, Kate Shackleton, and Thomas Murphy unveiled strategies for the high-net-worth market. Marc Cohen and Jeremy Holly showed us how to unlock our enterprise value and elevate our practices. The pinnacle? Alison Levine's electrifying lessons from the ledge. Now, as we descend, we carry with us the tools to scale new heights in our practices. -
122,402 followers
1w Edited
Remember when they said robo-advisors would make human advisors obsolete? Well, here we are, still irreplaceable. The same goes for AI. At Future Proof, executive vice president and chief information officer, Kristie Edling-Day, shared some eye-opening insights: - AI is a "power assist, not a replacement" for advisors - Gen Z, more than any generation before, craves face-to-face advisor interactions - It's about optimizing tasks, not eliminating roles Here's the kicker: Our AI chatbot pilot is helping LPL service associates boost right-the-first-time answers from low 70s to mid-90s percentage-wise. That's not replacing humans—it's supercharging them. As the world gets more digital, the value of authentic human relationships in finance skyrockets. AI isn't here to take your job. It's here to free you up to do what you do best: build those irreplaceable connections with your clients. More from Diana Britton of WealthManagement.com → https://bit.ly/3Tz6Yhg
AI Is a ‘Power Assist, Not a Replacement' wealthmanagement.com - Today, we're expanding our national home offices with the opening of a 43,000-square-foot space in Tempe, Arizona. This new office isn't just about adding square footage—it's about creating a dynamic hub for innovation and growth in wealth management. By the end of 2024, this state-of-the-art facility will be home to 300 employees focused on enhancing our client service and operations capabilities. And we're not stopping there. Over the next two years, we're committed to adding 700 new jobs to the Tempe economy, offering exciting career paths in the rapidly expanding financial services sector. Explore how we're expanding our capabilities and creating new opportunities in the Southwest → https://bit.ly/3ZskdUE
- Scaling new heights of insight at #LPLSummit! 🏔️✨ General Session was as impressive as the Canadian Rockies. From Dan Arnold's candid chat on leadership to a behind-the-scenes look at LPL's strategy with Matthew Enyedi and Rich Steinmeier, we dove deep into what makes LPL tick. Greg Gates and Gary Carrai, CFA gave us a glimpse of the future, and let's just say, the view from up here is looking pretty bright. This Banff backdrop isn't just for show – it's inspiring us to reach our peak potential.
- The trail to the top winds through the Canadian Rockies this week. 🏔️ As our Summit-level advisors gather in Banff, you're invited to join the ascent—no crampons required. Don't miss out on this virtual expedition. Start your climb by following us on Instagram (@lpl_financial). We're your guide to panoramic views from the peak, insider glimpses of our high-altitude strategy, and insights that could propel your practice. #LPLSummit
- LPL Financial reposted this
Managing Director at LPL Financial
2w
See you in Banff! - We're thrilled to be finalists for 4 WealthManagement.com Industry Awards 🏆 From high-net-worth services to cutting-edge tech, from nurturing the next generation to streamlining estate settlements – we're pushing boundaries across the board. This year's event is huge. Over 400 companies sent in 1,000 entries and 287 organizations were chosen as finalists in a firm or individual category. It's like we're competing in a financial services decathlon, minus the javelin throw (thankfully 😉). 📲 Follow us on Instagram (@lpl_financial) for live updates from the #Wealthies starting at 6:30pm ET / 3:30pm PT.
- We’ve announced an agreement to acquire The Investment Center, Inc. Headquartered in New Jersey, The Investment Center supports approximately 240 financial advisors who manage about $9 billion of brokerage and advisory assets. Learn more about this deal and how it will help fuel new capabilities and differentiated experiences that help our advisors and institutions thrive → https://bit.ly/3z6PJwA
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Stock
LPLA
September 27, 2024
NASDAQ
20 minutes delay
Open
228.82
Low
227.56
High
232.15
Data from Refinitiv