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LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
QNB Corp. Website. www.qnbbank.com. QNB Bank, also known simply as QNB, is an independent bank headquartered in Quakertown, Pennsylvania. There are currently 12 locations serving Bucks, Montgomery, and Lehigh counties in Pennsylvania. As of September 30, 2022, the Bank's total assets are over $1.6 billion. [1]
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Number of employees. 4,700 (2022) Website. www .seic .com. 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]
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Financial services, stocks & bonds, mutual funds, fixed & variable annuities. Revenue. $237 million USD (2012) Number of employees. 165 (2018) 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]
Fortigent. Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, [1] [2] a wealth management, consulting and performance reporting firm based in Rockville, Maryland. [3] CMS Financial Solutions focused on implementing absolute return and hedge fund strategies as a means of ...
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