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May 03, 2015 8:08 AM ET

Capital Markets

Company Overview of LPL Financial Corporation

Company Overview

LPL Financial LLC, an independent broker-dealer, provides an integrated platform of proprietary technology, brokerage, and investment advisory services to independent financial advisors, and financial advisors at regional and community banks and credit unions in the United States. It provides business consulting, business development, marketing support, practice management programs and training services to assist entrepreneurial financial advisors helping them grow their businesses; and research, advisory program services and sales support, compliance, transition services, technology, marketing and training, and customer services to community and regional banks and credit unions. The company...

9785 Towne Centre Drive

San Diego, CA 92121-1968

United States

Founded in 1989

Phone:

619-450-9606

Fax:

619-450-1079

Key Executives for LPL Financial Corporation

President, Chief Operating Officer, Treasurer and President of National Sales
Age: 52
Co-Founder and Vice Chairman
Age: 59
Co-Founder and Chairman Emeritus
Chief Financial Officer
Age: 49
Chief Executive Officer of LPL New Venture
Age: 53
Compensation as of Fiscal Year 2014.

LPL Financial Corporation Key Developments

LPL Financial LLC Names Sharyn Handelsman as a New Managing Director

LPL Financial LLC announced that Sharyn Handelsman, director of compliance and brokerage chief compliance officer, has been named as a new managing director of the firm. Under Handelsman's leadership, the compliance function at LPL has gained better alignment and become more efficient.

Pl Financial Corp Presents at Cantech Investment Conference, Jan-15-2015 01:00 PM

Pl Financial Corp Presents at Cantech Investment Conference, Jan-15-2015 01:00 PM. Venue: Metro Toronto Convention Centre, 255 Front Street West, Toronto, ON, M5V 2W6, Canada. Speakers: Paradeep Sangha.

LPL Financial Names David Reich as Executive Vice President and Head of LPL Retirement Partners and Independent Advisor Services Strategy

LPL Financial also named David Reich as the executive vice president and head of LPL Retirement Partners and Independent Advisor Services strategy. He has worked for LPL Financial since 2011.

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Merger/Acquisition
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