CA Yellow Pages > Riverside
7121 Magnolia Avenue
Riverside, CA (California) 92504-3805
(951) 686-5031 (Primary Phone)



Business Details
6 years
Since 2009
Debra Holt (Manager)
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual Funds, Qualified Retirement Plans, Global Investments, Individual Retirement Account, Treasuries
Services: Asset Management, Brokerage Services, Consultations, Educational Planning, Estate Planning, Fee-Based Services, Individual Services, Investment Planning, Long Term Planning, Research, Short Term Planning, Asset Protection, Cash Management, Estate Conservation, Estate Preservation, Inheritance Planning, Life Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services
Sales Volume: 500K
Employee Size Range: 1-4
Franchise/Chain: Branch
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Lpl Financial is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
  • Financial Services
  • Insurance
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
  • Other Direct Insurance (Except Life, Health, And Medical) Carriers > Insurance Companies, By Name
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services
  • Insurance Carriers, Nec > Insurance
  • Business Services, Nec > Financial Services
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