Lpl Financial
914 6th Avenue
De Witt, IA (Iowa) 52742-1331
De Witt, IA (Iowa) 52742-1331
Business Details
31 years Since 1984
Sheila Bormann (Operator)
| 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 |
| Fortune 500: | No |
Additional Categories
Lpl Financial is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Investment Securities
- Stocks & Bond Brokers
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- 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
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Investment Advice > Financial Planning & Services
