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Last Updated April 1, 2025

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Major Clients:
Confidential
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Revenue:
$250 million - $500 million
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Year Founded:
2012
-
Pricing:
M
-
Fulltime Employees:
2,500 - 5,000
- Primary Services:
-
Active Clients:
10+
-
Client Retention Rate:
87%
- Social:
-
Major Clients:
Confidential
-
Year Founded:
2012
-
Fulltime Employees:
2,500 - 5,000
-
Active Clients:
10+
-
Client Retention Rate:
87%
-
Revenue:
$250 million - $500 million
-
Pricing:
M
- Primary Services:
-
Secondary Services:
- Social:
About - LPL Financial Holdings, Inc
4707 Executive Drive | San Diego, California, 92121LPL Financial Holdings, Inc Reviews
Helpful (0)

William Burch
1 contributions
0 helpful votes
Overall Feedback:
Been using Linda and her firm for six years now. These people are the most attentive, focused and caring tax people I have ever dealt with. Linda and her staff are respective to your needs, letting you know up front what to expect and when to expect it. They have always been on the mark with all of my financial essentials from taxes, IRA's and 401K investments. Plain spoken and blunt on expectations and outcomes. Local business established here for the needs of working Joe's like me.
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