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In 2005 Mr. Cannella decided to take his practice independent after spending many years with two of Wall Street’s largest firms, and he’s never looked back.

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit lpl.com.

Corporate Snapshot

Following are highlights of key financial performance metrics for LPL Financial Holdings Inc. For complete financial information, including recent SEC filings, visit the About LPL section of LPL.com

As of December 31, 2020

Advisory & Brokerage Assets ($ billions)

$903

Advisory Assets ($ billions)

$461

Gross Profit TTM* ($ billions)

$2.1

Financial Professionals

17,287

Employees

4,756


*TTM Trailing Twelve Months