LPL Financial

Finance · 1-10 Employees

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Overview

Phone Number

(949) 336-1399

Revenue

<$5 Million

Industry

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

33945 Calle La Primavera Dana Point, CA 92629 Using the Holistic Financial Planning approach to guide clients through their life goals by appling proper managment of their resources. James Summers is an LPL Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, GA, HI, KS, PA, SC, WY .Explore more
Popular SearchesLPL Financial LLCSagePoint Financial Incjamesasummers.comWealth Manager CRPSSIC Code 62,621NAICS Code 52,523Show more

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Type

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Top Executive

LPL Financial

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1-10
Private
-
-
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
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1983
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Sue KlauenbergOffice Manager
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2004
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2012
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Sthembile NdlovuInsurance Agent
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Kimberly StollCEO & Founder
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2011
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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

A closer look at the technologies used by LPL Financial

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Frequently Asked Questions Regarding LPL Financial

What is LPL Financial's official website?
LPL Financial's official website is www.jamesasummers.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: 62,621
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, Securities Trading, Lending & Brokerage
What is LPL Financial competition?
LPL Financial top competitors include: Sachs Financial Servic, Independent Investment Services, Robert Weiss, Klauenberg Retirement Solutions
What technology does LPL Financial use?
Some of the popular technologies that LPL Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact LPL Financial?
LPL Financial contact info: Phone number: (949) 336-1399 Website: www.jamesasummers.com
What does LPL Financial do?

33945 Calle La Primavera Dana Point, CA 92629 Using the Holistic Financial Planning approach to guide clients through their life goals by appling proper managment of their resources. James Summers is an LPL Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.... The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, GA, HI, KS, PA, SC, WY .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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