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LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 [2] and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [3] over US$1 trillion in advisory and brokerage assets, [4] and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
Website. www.investfinancial.com. Invest Financial Corporation was an American broker/dealer that operated between 1982 and 2018 when it was acquired by LPL Financial. [1] Invest supervised and supported both financial institutions and independent registered representatives who offered advisory services, investment and insurance products. [1 ...
SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1] SEI provides products and services to institutions ...
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