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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
LPL Financial operates the largest independent retail wealth management platform in the United States, providing independent financial advisors with technology, custody, clearing, and practice management tools. The manager maintains...
— Ned Bell
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Other investors who've written on LPL Financial Holdings Inc.
LPL Financial Holdings ($LPLA) operates an independent broker-dealer and wealth management advisory platform, supporting over twenty thousand independent financial advisers across the United States, and accounts for 2.2% of the fund. The investment manager...
LPL Financial Holdings operates the largest independent broker-dealer network and custodial wealth management platform in the United States, supporting over 32,000 financial advisors and overseeing more than $2.6 trillion in client brokerage and advisory assets. The manager initiated...