LPL Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1855 Stagecoach Rd, Placerville, Califor...Phone Number
(831) 427-3040Website
www.santacruzsecurities.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
1
1
1
1
1
About LPL Financial
David De La Rosa is an independent financial advisor affiliated with LPL Financial, specializing in wealth management for private clients and small business owners. The firm offers a range of services including investment strategies, tax mitigation, retirement planning, and estate planning. David aims to alleviate financial worries for his clients by providing personalized financial plans and complimentary portfolio risk analyses. He is dedicated to helping clients achieve their financial goals while navigating potential challenges.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
LPL Financial
<$5M
1-10
Private
-
1996
N/A
Company Profile Activity
Activity Insights
LPL Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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LPL Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LPL Financial.
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David De La Rosa is an independent financial advisor affiliated with LPL Financial, specializing in wealth management for private clients and small business owners. The firm offers a range of services including investment strategies, tax mitigation, retirement planning, and estate planning. David aims to alleviate financial worries for his clients... Read More
