LPL Financial
Key facts about LPL Financial
- What they do
- LPL Financial is a registered investment advisor and broker-dealer offering personalized financial planning, investment management, wealth management, insurance, and tax services to individual clients. The firm focuses on retirement planning, estate planning, and asset preservation strategies tailored to client goals. (GPH-researched, last checked 2026-06-10)
- Services
- financial planninginvestment managementwealth managementretirement planningestate planninginsurance servicestax planning(GPH-researched, last checked 2026-06-10)
- Where they serve
- Listed location: Laconia, NH (GPH-researched)Locations served: Laconia, NH (GPH-researched, last checked 2026-06-10)
- Website
- www.174courtstreet.com (GPH-researched)
- Where this information comes from
- Each fact on this page is labelled with how GetPracticeHelp knows it:
- GPH-researched: compiled by GetPracticeHelp from public sources such as the vendor website and listing data.
- Vendor-supplied: submitted by the vendor and approved by GetPracticeHelp before publication.
- GPH-verified: confirmed by a GetPracticeHelp check, with the date of that check.
- GPH conclusion: a GetPracticeHelp classification or computed assessment, not something a vendor can edit or buy.
Profile extraction: medium confidence, sourced from vendor website and listing data. - Last checked
- 2026-06-10 (profile extraction 2026-06-10)
Certifications & Compliance
FINRA MemberSIPC MemberRegistered Investment Advisor
(GPH-researched, last checked 2026-06-10)
Practice Size Fit
All practices (legacy listing value, not extracted from public sources) (GPH conclusion)
About this profile data
Profile details on this page were extracted from public sources and scored automatically (medium confidence, sourced from vendor website and listing data). Vendors can claim this listing to correct or expand it.
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