LPL Financial

We guide. For life.

LPL Financial, nestled in Pittsburgh, PA, serves as an independent broker-dealer renowned for its diverse range of investment products, advisory services, and holistic wealth management solutions. Partnering predominantly with financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with cutting-edge resources and technology platforms essential for dispensing tailored financial counsel. Specializing in compliance oversight, practice management, and tech services, LPL Financial is dedicated to empowering advisors for seamless client interactions. At the core of their mission lies the commitment to enhancing advisors' operational efficiency, precision, and autonomy in navigating the intricate financial services sector. With a focus on boosting advisors' effectiveness, LPL Financial stands out as a vital ally in their quest for success in the dynamic world of finance. Generated using this brand's available information

Founded in 1937, Waddell & Reed Inc. is one of the oldest mutual fund complexes in the United States. Located in Pittsburgh, Pa., it is also one of the leading asset management and financial planning firms in the nation. The company operates its business through its subsidiary companies, primarily Waddell & Reed Investment Management Company, Ivy Investment Management Company and Legend Advisory Corporation. Through its subsidiaries, Waddell & Reed Financial Inc. provides investment management, investment product underwriting/distribution and mortgage/financial planning services to clients throughout the United States.