LPL Financial Holdings
LPL Financial Holdings is the largest organization of independent financial advisors in the United States, established in 1989 through the merger of Linsco and Private Ledger. Headquartered in San Diego, with additional offices in Boston and Charlotte, LPL Financial provides a comprehensive suite of services to empower independent financial advisors and institutions. These services include technology solutions, brokerage platforms, compliance support, and consultative practice management. The firm employs approximately 2,900 staff members who support over 13,300 independent advisors, offering them tools to help clients achieve their investment goals through various financial products and services. Notably, LPL Financial does not create its own investment products, allowing its advisors to offer unbiased financial advice. Additionally, the firm is committed to corporate social responsibility, focusing on environmental sustainability, community involvement, and diversity and inclusion initiatives.
Cadena is a global leader in the field of international business development, providing robust tools and services to streamline the process of overseas revenue growth. Its Discovery Portal houses an extensive database of over 2 million prospects, offering businesses a platform to expand their reach across borders. The company's proprietary AI-driven prospecting tools, BuyBeacon™ and IntelliConnect™, leverage advanced algorithms and machine learning to identify and prioritize promising leads. These tools offer data-driven insights, helping businesses boost conversion rates and optimize sales strategies. With a strong local presence in key markets such as the GCC, North America, and APAC, Cadena boasts an accredited Enterprise Sales Team. These professionals bring their understanding of local business cultures, regulatory environments, and market trends to assist clients in navigating these regions. Cadena has also developed CadenaPay, an innovative tool that uses predictive analytics to assess the risk of delayed overseas B2B payments. For high-risk invoices, Cadena offers an invoice factoring service, providing immediate cash to businesses and enhancing their financial stability. By combining advanced technology and local expertise, Cadena empowers businesses to navigate the complexities of international commerce, delivering concrete solutions for global business growth.
Lucia Securities, LLC offers a wide range of account types and investment options. Brokerage Accounts Retirement Accounts Stocks Bonds Mutual Funds Annuities Alternative Investments
AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies. The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
National Planning Holdings is a broker-dealer network of financial advisers for small business. NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation®, Investment Centers of America, Inc., National Planning Corporation® and SII Investments, Inc.
Seagate is a data storage and hardware company that offers hard disk drives (HDDs), solid-state drives (SSDs), and other storage solutions.. It designs, develops, and manufactures external and internal hard disk drives and associated software products. It sells its disk drives primarily to major original equipment manufacturers (OEMs), distributors, and retailers. The company produces a range of disk drive products addressing enterprise applications, where its products are designed for enterprise servers, mainframes, and workstations; client compute applications, where its products are designed for desktop and notebook computers; and client non-compute applications, where its products are designed for a range of end user devices such as digital video recorders (DVRs), personal data backup systems, portable external storage systems, and digital media systems. In addition to manufacturing and selling disk drives, it provides data storage services for small- to medium-sized businesses, including online backup, data protection, and recovery.
Fortigent, LLC is a company that was acquired by LPL Financial in 2012 .
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