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 17454 offices throughout the country.

LPL FINANCIAL LLC is a Fort Mill, South Carolina based Financial Planning firm with nearly $463,475,486,343 assets under management, offering retirement planning & investment advisory services to 1910545 clients. The firm is staffed with 35841 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	6413
SEC#	801-10970
Assets Managed by Firm	$463,475,486,343
No. of Clients	1910545
No. of Advisors	35841

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1910545	$463,475,486,343
Individuals (other than high net worth individuals)	916344	$148,338,911,229
High net worth individuals	440642	$292,895,160,041
Pension and profit sharing plans	8116	$9,966,524,408
Charitable organizations	3768	$4,235,119,724
Corporations or other businesses	6033	$8,024,484,272

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	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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