LPL Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2236 Capital Cir NE Ste 105, Tallahassee...

Phone Number

(850) 877-7017

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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About LPL Financial

Philip R. Spitzer, CLU, ChFC provides comprehensive financial management services, including investment and retirement planning, risk management, and estate conservation strategies. The firm aims to help clients achieve their financial goals through a long-term relationship with a knowledgeable advisor, offering tools such as financial goal assessments and ongoing advice. They also emphasize socially responsible investing and provide valuable resources like articles, calculators, and newsletters on their website. Their intended clients include individuals seeking tailored financial strategies to address both short-term and long-term objectives.Explore more
LPL Financial's Social MediaPopular SearchesLPL Financial IncSpitzer Philip R Clu ChSpitzer Philip R Clu ChfcBroadridge Financial Solutions IncChFC Philip R Spitzer, CLUSIC Code 62,628NAICS Code 52,523Show more

LPL Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LPL Financial

<$5M
1-10
Private
-
-
BC
Ben CondeOffice Manager
<$5M
1-10
Private
-
1996
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1985
MP
Michelle PetersonSenior Manager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
AW
Ana WrightOffice Assistant
<$5M
1-10
Private
-
2014
SB
Samuel BlumPresident, Financial & Advisor
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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

Top Finance Companies

Frequently Asked Questions Regarding LPL Financial

What is LPL Financial's official website?
LPL Financial's official website is www.philipspitzer.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, Securities Trading, Lending & Brokerage
What is LPL Financial competition?
LPL Financial top competitors include: Wright Financial Group, Blum Capital Management, Professional Planning Group, Mark E Conard
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: (850) 877-7017 Website: www.philipspitzer.com
What does LPL Financial do?

Philip R. Spitzer, CLU, ChFC provides comprehensive financial management services, including investment and retirement planning, risk management, and estate conservation strategies. The firm aims to help clients achieve their financial goals through a long-term relationship with a knowledgeable advisor, offering tools such as financial goal assessm... ents and ongoing advice. They also emphasize socially responsible investing and provide valuable resources like articles, calculators, and newsletters on their website. Their intended clients include individuals seeking tailored financial strategies to address both short-term and long-term objectives.Read More

What are LPL Financial social media links?
LPL Financial Facebook page
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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