Open for Business
You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers and stakeholders.
LPL's experience can make a difference for you.
#1
Market Share among 3rd-party providers of brokerage services to banks and credit unions.
$1,4T
Brokerage and advisory client assets, serviced or custodied.Â
23K
Financial professionals serviced.Â
Company
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2024 the company had more than 23,000 financial advisors, over US$1.4 trillion in advisory and brokerage assets.
LPL Financial was formed in 1989 through the merger of two brokerage firms—Linsco (established in 1968) and Private Ledger (established in 1973)—and has since expanded its number of independent financial advisors both organically and through acquisitions. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC.
Customized Guidance Matters
One of the most important financial decisions investors can make is to seek the advice of a qualified financial advisor or professional. Ideally, you should work with someone who employs transparency in their interactions with you and remains equitable in terms of products or companies.Â
A financial advisor or professional should put your interests first, and provide strategies focused on your specific financial objectives. That’s what LPL financial advisors and professionals aim to do.
LPL Financial doesn’t offer proprietary investment products and has no investment banking operations. That means our financial advisors and professionals are free from outside influence to push particular investment products or advice. Instead, they draw upon independent research and other resources that enable them to offer customized guidance to serve your needs.
The Benefits of LPL Research
Among the vast resources LPL-affiliated financial advisors and professionals can access are those from LPL Research, one of the industry’s largest independent research teams. LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more.Â
By tapping into these resources, LPL financial advisors and professionals can help you cut through the emotions often associated with financial planning decisions.
Cash Management Services
A steady influx of cash is a byproduct of a successful business, but what you do with that cash can have a real impact on your total revenue each year. We offer access to a variety of cash management services, each customized to address the individual goals of businesses of all sizes. Because no one strategy is right for every business need, we’ll take the time to carefully discuss with you the risks and advantages of each option.
Cash Enhancement Strategy
If your time horizon is between 9 and 24 months, a cash enhancement strategy may fit your needs. Using a separately managed account constructed of short-duration, investment-grade, fixed income investments can help boost yields on cash reserves while enabling the preservation and stability of principal and providing a high level of liquidity. To pursue optimum effectiveness, your portfolio can be customized to address the specific cyclical expenditures and cash flow requirements of your business.
Cash Management
We can provide you with access to a complete line of fixed income solutions. We will work with you to develop a portfolio of short-term instruments designed to address your specific cash flow needs. Combining exceptional customer service with portfolio strategy, analysis, and trading recommendations, we offer access to competitive rates on a variety of money market instruments, including Treasury bills, agency discount notes, and commercial paper.
Personal Wealth Management
By using personal wealth management strategies, your financial consultant can work towards ensuring that the income you earn from your business works hard for you.
Our wealth management team provides access to a comprehensive array of innovative planning products and services — while considering such factors as financial status, family and business needs, financial goals, and your time horizon — to efficiently manage your personal wealth. Through comprehensive life planning and access to trust services, asset management, and charitable services, your consultant can help you effectively manage your wealth.
Your financial consultant will help you review the many options available to create a robust financial plan. With access to a wide range of products and services, your consultant will work with you to build a diversified portfolio to optimize potential returns and help manage risk.
Your financial consultant can assist you with the following:
Products
Fixed and Variable Annuities
Insurance
Mutual Funds
Services
Asset Allocation
Business Planning
Charitable Giving
College Savings
Estate Planning
Retirement Planning
To pursue your financial goals, it’s never been more important to enlist the help of a professional financial consultant. By asking the right questions and discovering what’s most important, you and your consultant will develop and implement an investment plan designed especially for you.
Magdalena Georgopoulos, LPL Financial Advisor, CA Insurance Lic. 0D86810
You Deserve Financial Freedom, Palos Verdes, CA, Manhattan Bearch, CA, Beach Cities, South Bay Area and Orange County Cities
Let's Talk
Are you eager to learn? I'm here to support you with empathetic listening and guidance.
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Office:
Georgopoulos Wealth Management
3655 Torrance Blvd Suite 341
Torrance CA 90503 -
Phone: 310 809 1923