LPL Financial Holdings Inc. (LPLA)

業務介紹

LPL Financial Holdings Inc.及其子公司在美國為獨立金融顧問和金融機構的金融顧問提供整合的經紀和投資諮詢服務平台。其經紀服務包括變動和固定年金、共同基金、股票、退休和教育儲蓄計劃、固定收益和保險，以及非交易房地產投資信託和拍賣利率票等替代投資。該公司還提供諮詢平台，可提供共同基金、交易所交易基金、股票、債券、某些期權策略、單位投資信託和機構資金管理者以及無負擔多管理員變動年金的訪問。此外，它還提供貨幣市場計劃；以及為佣金和費用基礎服務提供退休解決方案，使顧問能夠為退休計劃贊助商提供經紀服務、諮詢和建議。此外，該公司還提供其他服務，包括工具和服務，使顧問能夠維護和發展他們的業務；信託、投資管理監督和保管服務，為遺產和家庭信託提供保險經紀總代理服務；以及技術產品，如提案生成、投資分析和投資組合建模。該公司前身為LPL Investment Holdings Inc.，於2012年6月更名為LPL Financial Holdings Inc.。LPL Financial Holdings Inc.成立於1989年，總部位於加利福尼亞州聖地亞哥。

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

公司網址

https://www.lpl.com