LPL Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1400 10th St, Arcata, California, 95521,...

Phone Number

(707) 822-7241

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LPL Financial

Amy Taylor and Ken Houldsworth are independent financial advisors based in Arcata, California, dedicated to helping clients navigate financial planning and investment management. They offer customized financial plans and a range of services including life insurance, long-term care insurance, and retirement planning. Their commitment to high customer service and ongoing education ensures clients feel confident about their financial futures. They serve both local and national clients while actively engaging in community investment.Explore more
Popular SearchesLPL FinancialKen Houldsworth IncBroadridge Financial Solutions IncHouldsworth CFPHouldsworth KenSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LPL Financial

<$5M
1-10
Private
-
2000
N/A
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
JM
John McdonoughPresident & Founder
<$5M
1-10
Private
-
2009
ST
Sherry TilsonClient Concierge and Manager, Administration Oversight
<$5M
1-10
Private
-
2016
TG
Thomas GamezPresident, Gamez Financial Partners Llc
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LPL Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LPL Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LPL Financial.

LPL Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding LPL Financial

What is LPL Financial's official website?
LPL Financial's official website is www.lplarcata.com
What is LPL Financial's Revenue?
LPL Financial's revenue is <$5 Million
What is LPL Financial's SIC code?
LPL Financial's SIC: 62,628
What is LPL Financial's NAICS code?
LPL Financial's NAICS: 52,523
How many employees does LPL Financial have?
LPL Financial has 1-10 employees
What industry does LPL Financial belong to?
LPL Financial is in the industry of: Finance, Insurance, Securities Trading
What is LPL Financial competition?
LPL Financial top competitors include: JEM Wealth Management, Gamez Financial Partners, Worthington Wealth Management, Timothy Chafin, CFP
What technology does LPL Financial use?
Some of the popular technologies that LPL Financial uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact LPL Financial?
LPL Financial contact info: Phone number: (707) 822-7241 Website: www.lplarcata.com
What does LPL Financial do?

Amy Taylor and Ken Houldsworth are independent financial advisors based in Arcata, California, dedicated to helping clients navigate financial planning and investment management. They offer customized financial plans and a range of services including life insurance, long-term care insurance, and retirement planning. Their commitment to high custome... r service and ongoing education ensures clients feel confident about their financial futures. They serve both local and national clients while actively engaging in community investment.Read More

Is LPL Financial a public company?
LPL Financial is private company therefore does not currently have an official ticker symbol
See more information about LPL Financial

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