Lpl Financial
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. 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.
Financial Services
1,000 - 5,000
San Diego, CA, United States
About

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.

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.

Site Traffic
  • 29719 Global Rank
  • 5411
    United States
  • 1.61 M Estimated Visits
Traffic Sources
  • Direct
    70.95%
  • Search
    12.64%
  • Referrals
    9.06%
  • Mail
    5.17%
  • Social
    2.14%
  • Display
    0.04%
Geography Breakdown
Powered by
Alexa Traffic Data
Global Rank 34,312
62,612
United States Rank 6,014
11,385
United States Page Views 99.6%
2.6%
Top Countries
Top Search Keywords
  • San Diego
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 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.

Daily Downloads Nov 01 - 30, 2024

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Paslaw7

Oct 08, 2020

Ridiculous

This app is for advisors only, of which I am. However, it requires me to log on to Clientworks and then go to the app drawer (which I cannot find anywhere) and register the device. Impossible to do and like most other requests, days go by before a response to assistance is received. LPL, get your act together - I’ve been here less than a quarter and you leave much to be desired.

mtsilv001

Jul 31, 2020

Easy to use

This app is easy to use. Just work with your LPL Financial advisor for easy set up and use if needed. The app works well while on the go.

66walket

May 05, 2019

Ridiculous

This is not for Clients don’t waste your time!

Drakejackson

Feb 15, 2019

Not for clients

Assumed this app was for clients. Tried to log on with no luck. Later found out they do not offer apps for the clients.

OmNomFam

Feb 03, 2019

These reviews are hilarious

This app is for LPL financial advisors. Your client login and password will not work here. But keep those frustrated reviews coming; they are *awesome*. Hey LPL: I think your clients would like an app. You, too, can participate in the 21st century.

JerryM2

Nov 06, 2018

Finally able to figure out the problem with this app

I assume this application was for LPL clients since the name is planned works. After several unsuccessful attempts to access the app and set up my account, I called the helpdesk on the number listed. The person I spoke with at the helpdesk number explained to me that this application is only for LPL financial Advisers, and that LPL does not have an application for clients to use. When I read the description of the app more thoroughly the App Store it explains this. Would have been nice to know this upfront, and would have avoided quite a bit of wasted time.
Core Foundation Framework
Core Foundation is a framework that provides fundamental software services useful to application services, application environments, and to applications themselves. Core Foundation also provides abstractions for common data types, facilitates internationalization with Unicode string storage, and offers a suite of utilities such as plug-in support, XML property lists, URL resource access, and preferences.
Core Graphics
The Core Graphics framework is based on the Quartz advanced drawing engine. It provides low-level, lightweight 2D rendering with unmatched output fidelity. You use this framework to handle path-based drawing, transformations, color management, offscreen rendering, patterns, gradients and shadings, image data management, image creation, and image masking, as well as PDF document creation, display, and parsing.
Core Telephony Framework
Use the Core Telephony framework to obtain information about a user’s home cellular service provider—that is, the provider with whom the user has an account. Carriers can use this information to write applications that provide services only for their own subscribers. You can also use this framework to obtain information about current cellular calls.
Foundation Framework
The Foundation framework provides a base layer of functionality for apps and frameworks, including data storage and persistence, text processing, date and time calculations, sorting and filtering, and networking. The classes, protocols, and data types defined by Foundation are used throughout the macOS, iOS, watchOS, and tvOS SDKs.
Launch Services
macOS Launch Services is an API that enables a running app to open other apps or their document files, similar to the Finder or the Dock.Launch Services eliminates apps having to query the Finder to open an app, document, or URL for them. The macOS Finder itself uses Launch Services to perform such tasks. Because the Finder performs no additional processing beyond calling Launch Services, any client using Launch Services for these purposes behaves identically to the Finder.
Quartz Core Framework
Allow users to browse, edit, and save images, using slideshows and Core Image filters.The Quartz Composer API supports processing and rendering graphical data and allows developers to create custom patches for the Quartz Composer developer tool. ImageKit provides user interface support for browsing, editing, and saving images, showing slideshows, and browsing and previewing Core Image filters. PDFKit is a technology that allows applications to display and manipulate PDF documents.
Security Framework
Secure the data your app manages. Protect information and control access to your app.
System Configuration F...
This collection of documents describes the programming interfaces of the System Configuration framework. The System Configuration framework provides functions that determine the reachability of target hosts in both a synchronous and an asynchronous manner. It also provides error detection facilities.
MessageUI
The Message UI framework provides specialized view controllers for presenting standard composition interfaces for email and SMS (Short Messaging Service) text messages. Use these interfaces to add message delivery capabilities without requiring the user to leave your app.
UIKit
The UIKit framework (UIKit.framework) provides the crucial infrastructure needed to construct and manage iOS apps. This framework provides the window and view architecture needed to manage an app’s user interface, the event handling infrastructure needed to respond to user input, and the app model needed to drive the main run loop and interact with the system.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Ad Intelligence
  • Standard
    76.92%
  • Direct
    23.08%
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Lpl Financial
Lpl Financial receives up to 0.8M pageviews per day, in countries such as United States.

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.