NHATGIA AI CFO & Investment Advisory workflows
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Updated
May 3, 2026
NHATGIA AI CFO & Investment Advisory workflows
LPL Financial Holdings Inc. (NASDAQ: LPLA) is the parent company of LPL Financial LLC, one of the largest independent broker-dealers in the United States and a leading retail investment advisory firm. The company supports thousands of independent financial advisors, banks, credit unions, and registered investment advisors.
LPL Financial is a leading retail investment advisory firm and the largest independent broker-dealer in the United States, providing technology, brokerage, and investment advisor services to financial advisors and institutions.
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