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Recently Released!!!
Date Published: November 2011
Comprehensive Power Point Deck: 1024 Slides
Summary Power Point Deck: 100 Slides
LPL Financial was founded as Life Insurance Securities Corporation (Linsco) in 1968 and is based in Boston, MA and San Diego, CA. The firm has 3 corporate offices and generates $3.0 billion revenues. LPL Financial is a public company trading on the New York Stck Exhange under LPL and is led by its CEO Mark Casady. LPL Financial's web sites can be found at www.lpl.com, www.joinlpl.com, www.trueindependence.com, www.behindyoursuccess.com, www.lplempowers, www.joinlplbenefits.com, www.mutualservice.com, www.joinmsc.com, www.afgweb.com, www.joinasc.com, www.waterstonefinancialgroup.com, www.optimumportfolios.com, www.innovexmortgage, & www.fortigent.com.
LPL Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Linsco Captive Phase
- Linsco Independent Phase
- LPL Financial Emergence & Expansion Phase
- Mark Casady Institutionalization Phase
Its profile includes the key statistics of the firm, including offices, employees, clients, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- LPL Independent Broker/Dealer
- Bank Business
- Clearing Business
And its profile concludes with the highlights of its organizational structure & ownership.
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