Wealth Management Firms

LPL Financial

Company Website

9785 Towne Centre Dr.
San Diego, CA 92121

Company Est.:

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LPL Financial

Assets managed in 2012 (figures in millions)


Number of local portfolio managers or investment advisers


Services offered

Financial planning services and support, advisory and brokerage consulting services, retirement plan consulting program, estate planning, trust services


Dan Arnold

  • Chief Financial Officer

Mark Casady

  • Chairman
  • Chief Executive Officer

Robert Moore

  • President