LPL Financial Holdings, Inc. engages in the provision of technology, brokerage and investment advisory services. It provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions. It operates it business through its subsidiaries under the following business segments: Independent Advisor Services and Institution Services. The Independent Advisor Services segment provides business consulting, business development, and marketing support as well as in-depth practice management programs and training. The Institution Services segment supports advisors and program managers at community and regional banks and credit unions. It also offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research The company was founded in 1989 and is headquartered in Boston, MA.