Lpl Financial 1055 Lpl Way Fort Mill Sc 29715 Company Profile

LPL Financial is a leading financial services company with a presence in Fort Mill, South Carolina. They are headquartered at 1055 LPL Way, Fort Mill, SC 29715.

LPL Financial is a subsidiary of LPL Holdings, Inc. and has a long history of providing financial services to individuals, families, and businesses.

Their Fort Mill location is one of many across the United States, serving clients in the southeastern region.

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LPL Financial is a well-established financial advisor firm with a significant presence in Fort Mill, South Carolina. They have a large number of advisors, with 31,366 listed in the article.

Their office is located at 1055 Lpl Way, Fort Mill, SC 29715, which is also the address shared by another firm, Fortigent, LLC. LPL Financial's fee structure is quite comprehensive, including a percentage of AUM, hourly charges, fixed fees, and commission-based options.

The firm has a massive AUM of $368,018,536,946, making it one of the largest in the area. This level of assets under management indicates the firm's expertise and ability to handle complex financial situations.

Here's a brief comparison of LPL Financial's AUM and number of clients with those of two other firms in the area:

LPL Financial is headquartered at 1055 LPL Way in Fort Mill, South Carolina 29715.

The company was founded in 1989 and has since grown to become one of the largest independent broker-dealers in the United States.

LPL Financial is a subsidiary of LPL Holdings, Inc.

The tenants of 1055 Lpl Way are a diverse group of companies. One notable tenant is LPL Financial, which signed a new lease in 2016.

Their lease type is a new lease, which indicates a recent agreement. This is a significant development for the building's occupancy.

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The LPL Financial campus was designed to reflect the company's commitment to employee wellbeing and sustainability. It's a beautiful space that aims to improve productivity, reduce stress, and instill pride for LPL employees.

The campus features a lakefront promenade with multiple open air workspaces for outdoor meetings. This thoughtful design allows employees to connect with nature and each other in a unique way.

2 miles of walking trails, a "backyard" recreation zone, and community garden were incorporated into the site to promote employee wellness. These amenities encourage employees to stay active and engaged throughout the day.

The campus was awarded "Project of the Year" by the Charlotte Business Journal. This recognition is a testament to the design team's innovative approach to creating a sustainable and inspiring workplace.

LPL Financial is a well-established company with a strong presence in Fort Mill, SC. They have a team of experienced financial advisors who can help you achieve your financial goals.

LPL Financial has been in business for a long time, with over 2 decades of experience. They have a highly trusted directory of vetted fiduciary advisors who meet rigorous standards.

You can find top financial advisors in Fort Mill, SC, through WiserAdvisor's online list. There are currently 2 vetted financial planners and advisors listed, with an average of 21 years of experience.

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Here's a breakdown of the top financial advisor firms in Fort Mill, SC, ranked by Assets Under Management (AUM):

LPL Financial can assist clients in York County, SC, with various financial services, including retirement planning, investment strategies, and financial planning.

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LPL Financial LLC offers a range of services to help you achieve your financial goals.

Financial planning is a key service, helping you prepare for significant life events such as retirement and funding your child's education.

Portfolio management is another important service, carefully selecting and managing investment combinations tailored to meet your individual or small business needs.

The firm also provides support in finding and working with other advisors who specialize in areas beyond their expertise.

LPL Financial LLC publishes financial educational materials to help you make informed decisions about your money.

The firm organizes seminars and workshops to educate investors on various financial concepts and strategies.

At LPL Financial, headquartered at 1055 LPL Way in Fort Mill, SC 29715, a team of professionals works together to provide financial services to clients.

Their team is led by a President and CEO, Dan Hewitt, who oversees the company's operations and strategy.

The company's financial advisors work closely with clients to understand their financial goals and develop personalized plans to achieve them.

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LPL Financial LLC offers a range of services, including financial planning, pension consulting, and portfolio management for businesses and individuals.

Their services also include educational seminars and workshops, as well as selecting other advisers.

To keep your profile current, make sure to review the services they offer.

LPL Financial LLC performs business activities as an insurance broker or agent, and also operates as a broker-dealer.

More Offices Nearby can be a useful resource for finding additional support.

Minimizing our impact on the environment was a top priority in designing our campus. We worked closely with our architecture team to preserve as many trees as possible.

Over 10 acres of tree save area were achieved, which is about 30 percent of the total site. This was a major goal from the start and guided our design and construction phases.

We were able to save so many trees by thoughtfully designing the infrastructure and building layout. This allowed employees to walk among the trees without even realizing they're surrounded by development.

Hardwood reclaimed from the site was salvaged and reused within the building, including a wood feature wall in the lobby.