LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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´ 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.
- Company Name:Lpl Financial
(View Trends)
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Headquarters: (View Map)San Diego, CA, United States
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Financial Services
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1,000 - 5,000 employees
- 29719 Global Rank
- 5411 United States
- 1.61 M Estimated Visits
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Direct70.95%
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Search12.64%
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Referrals9.06%
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Mail5.17%
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Social2.14%
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Display0.04%
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99.52%
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0.06%
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0.04%
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0.03%
- 10 SDKs
- 1.82 Avg. Rating
- 32 Total reviews
- App Url: https://itunes.apple.com/app/lpl-financial/id664865390
- App Support: https://lplfinancial.lpl.com/contact-us.html
- Genre: Finance
- Bundle ID: com.lpl.lplmobile
- App Size: 1.69 M
- Version: 1.10.0
- Release Date: August 2nd, 2013
- Update Date: April 19th, 2020
Description:
LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad.
If you are a client of an LPL Financial advisor, please contact your advisor to gain mobile access to the new Account View.
Summary of Main Features:
•Easily search your client lists and view client portfolio information, including account detail, positions, transactions and statements
•Communicate with your clients via secure messages
•View current market data and portfolio performance information.
•Quickly view LPL Financial Research daily commentary and videos.
•Stay connected with the LPL Financial Twitter feed.
PLEASE READ THIS IMPORTANT INFORMATION
The LPL Financial Mobile application is for use by LPL Financial advisors, whose access to the application must be registered with LPL Financial through LPL Financial BranchNet prior to use of the application. Use of LPL Financial Mobile is subject to terms of use, including those set forth in the Technology Subscription Agreement entered into between LPL Financial advisors and LPL Financial, and the LPL Financial Privacy Notice. By using LPL Financial Mobile, users automatically agree to all such terms, which are subject to change by LPL Financial at any time.
Application system availability and response times are subject to mobile connection limitations.
LPL®, LPL Financial® and the LPL Financial logo are registered trademarks of LPL Financial.
2013 LPL Financial LLC. ALL Rights reserved. Member FINRA/SIPC.
Sort by
Paslaw7
mtsilv001
Easy to use
66walket
Ridiculous
Drakejackson
Not for clients
OmNomFam
These reviews are hilarious
JerryM2
Finally able to figure out the problem with this app
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Standard76.92%
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Direct23.08%
They are headquartered at San Diego, CA, United States, and have 7 advertising & marketing contacts listed on Kochava. Lpl Financial works with Advertising technology companies such as DemDex, DoubleClick.Net, LinkedIn Ads, Google Remarketing, Facebook Custom Audiences, SiteScout, The Trade Desk, BlueKai, BlueKai DMP, eXelate, Adobe Audience Manager Sync, Tapad, Teads, Ads.txt, Bizo, DoubleClick Bid Manager, Pubmatic, Openads/OpenX, Advertising.com, AppNexus, Neustar AdAdvisor, Centro, Datonics, Adobe Audience Manager, ExactTarget, SpotXchange, Beeswax, SpotX, Microsoft Advertising, Aggregate Knowledge, Amazon Ad System, ContextWeb, Improve Digital, Rocket Fuel, Rubicon Project, Flashtalking, Sharethrough.
Ridiculous