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4.5
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Professional growth
4.5
Work-Life balance
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Recognition & Support
4.0
Culture & Values
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Invest Financial is now LPL Financial that is a public financial services company. The company is known as an independent broker-dealer and serves more than 700 financial institutions and over 14,000 financial advisors. Its mission is to offer an integrated platform of brokerage, proprietary technology, and investment advisory services to financial advisors & institutions and support them with customized clearing solutions and technology. Founded in 1989, LPL Financial is headquartered in San Diego, CA. The financial services company believes in the values of one team on one mission, seek, embrace & apply feedback, stop & consider the big picture, and value progress over perfection. The company employs more than 5000 employees and often looks for more talent. The employee benefits offered by LPL Financial are Employee Stock Purchase Plan, medical, dental & vision insurance, and a 401k retirement plan.

Subsidiary
Medium
Multiple locations
Finance & Insurance Companies, Insurance Agency & Brokerage Firms
1982
Steve H. Dowden

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Team

Professional experience

Professional Growth

How many years of experience do Invest Financial employees have before joining?
Years of experience at Invest Financial: Newcomers: 15%, Experiencers: 9%, Experts: 15%, Veterans: 61%. Invest Financial employees have 8+ years experience on average before joining.
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Professional Growth

Where did Invest Financial employees work before joining?
Where they've worked before Invest Financial: CUNA Mutual, Edward Jones, Investors Capital Holdings. Typical Invest Financial employees have worked at CUNA Mutual.
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CUNA Mutual
Edward Jones
Investors Capital Holdings

Professional Growth

What industries did Invest Financial employees work in previously?
Industry Background: The most typical industries of Invest Financial: Insurance Agency & Brokerage Firms, Investing Companies, Commercial Banking Companies, Finance & Insurance Companies, Consulting Companies. Invest Financial employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth

Where did Invest Financial employees work before joining?
Past employers' size at Invest Financial: Small: 29%, Medium: 7%, Large: 64%. Most Invest Financial employees have previously worked at large companies.
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Educational background

Educational background

What did employees at Invest Financial study?
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Top educational institutions

Where did employees at Invest Financial study?
Florida State University
Georgia State University
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Employee data

Professional Growth

How long do people stay in a role at Invest Financial?
Time employed at Invest Financial: <1: 0%, 1-3: 13%, 4-8: 33%, 9-13: 23%, 14-20: 19%, 20+: 12%. Most Invest Financial employees stay with the company for 4-8 years which is the same as the industry average.
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Culture & Values

How does Invest Financial rank for age & gender diversity?
Gender ratio at Invest Financial: 71.4% Male and 28.6% Female. Age ratio at Invest Financial: 16-20: 0%, 21-30: 10%, 31-40: 16%, 41-50: 24%, 51-60: 30%, 60+: 20%. Invest Financial rates - 14.4% less female than the industry average. Most Invest Financial employees are 51-60, which is above the industry median age range.
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Career advancement

Professional Growth

How does Invest Financial rank for career advancement?
Career advancement at Invest Financial: very low. Invest Financial ranks very low for career advancement which is below the industry average.
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Professional Growth

What companies do Invest Financial employees go on to work at?
Future employers of Invest Financial: Boyer Corporon Wealth Management, LLC, Cambridge Investment Research (USA), Citi, First Trust, Independent Financial Partners. People who work at Invest Financial most typically go on to work for the Boyer Corporon Wealth Management, LLC.
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Boyer Corporon Wealth Management, LLC
Cambridge Investment Research (USA)
Citi
First Trust
Independent Financial Partners