LPL Financial is a leading provider of investment and wealth management services, supporting over 23,000 financial advisors and numerous institutions. The company offers a comprehensive platform with a focus on independence and personalized advice, catering to a diverse client base. LPL Financial is known for its commitment to the advisor-mediated model, ensuring Americans have access to tailored financial guidance.
Recent Transactions involving LPL Financial
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
LPL Financial to Acquire The Investment Center, Inc. |
The Investment Center |
LPL Financial |
Broker-dealer | |
|
|
|
|
The Lower and Middle Market M&A Platform
See how PrivSource can help you close more deals.
Learn more →