LPL FINANCIAL LLC

1055 Lpl Way
Fort Mill, South Carolina 29715
Tel: 704-733-3300

About LPL FINANCIAL LLC

LPL FINANCIAL LLC, formally registered with the SEC as LPL FINANCIAL LLC. The firm was established in 08/25/1975. They have over 9899 offices throughout the country.

LPL FINANCIAL LLC is a Fort Mill, South Carolina based Financial Planning firm with nearly $368,018,536,946 assets under management, offering retirement planning & investment advisory services to 1688501 clients. The firm is staffed with 31366 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	6413
SEC#	801-10970
Assets Managed by Firm	$368,018,536,946
No. of Clients	1688501
No. of Advisors	31366

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1688501	$368,018,536,946
Individuals (other than high net worth individuals)	831963	$122,748,331,344
High net worth individuals	382046	$225,616,773,737
Pension and profit sharing plans	7576	$10,094,790,695
Charitable organizations	3425	$3,493,494,374
Corporations or other businesses	5441	$6,052,165,820

Inquire with LPL FINANCIAL LLC

More Retirement Planning firms in Fort Mill, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$26,631,669,631	59	368
PERMANENS CAPITAL L.P. 18 N. Adgers Wharf Charleston, SC, 29401	$4,193,707,521	47	16
FORTIGENT, LLC 1055 Lpl Way Fort Mill, SC, 29715	$3,451,348,607	922	10
APOLLON WEALTH MANAGEMENT, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464	$3,362,897,429	11192	117
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,116,698,205	384	20

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