LPL Financial Holdings Inc.

LPL Financial Holdings Inc. is a leading provider of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Founded in 1989 and based in San Diego, California, the company offers a comprehensive platform of brokerage and advisory services, including variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, insurance, alternative investments, and more. In addition, LPL Financial Holdings Inc. provides a variety of other services such as trust, investment management oversight, custodial services to trusts for estates and families, insurance brokerage general agency services, technology products, and more. The company also offers money market programs and retirement solutions for commission-and fee-based services. These services allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. LPL Financial Holdings Inc. has grown significantly since its founding, now serving more than 16,000 financial advisors and 700 financial institutions. The company has also established itself as a leader in the financial services industry, with more than $1.3 trillion in assets under management and more than $5.7 billion in annual revenue.