LPL Financial Holdings Inc. (7LI)

Profile

https://www.lpl.com

LPL Financial Holdings Inc. is a financial services company that provides an integrated platform of brokerage, investment advisory, custody, and clearing services for independent financial advisors and advisor teams across the United States. LPL Financial supports a broad range of products and services, including mutual funds, ETFs, equities, fixed income, annuities, alternative investments, insurance, retirement solutions, and planning tools. The company also offers technology, compliance, trading, portfolio rebalancing, and practice management resources designed to help advisors run and grow their businesses. Through its advisor-mediated model, LPL Financial plays a central role in the wealth management market by connecting advisors with the infrastructure needed to serve retail and institutional clients.