Lpl Financial
4000 Westerly Place Suite 250
Newport Beach, CA (California) 92660-2347
Newport Beach, CA (California) 92660-2347
Business Details
10 years Since 2005
George Rendon (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 - 1M |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Fortune 500: | No |
Additional Categories
Lpl Financial is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Stocks & Bond Brokers
- Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
- Portfolio Management > Financial Planning & Services
- Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
- Investment Advice > Financial Planning & Services
