LPL Independent Advisor Services Group Overview

  • Founded
  • 1969
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

LPL Independent Advisor Services Group General Information

Description

Provider of insurance brokerage and advisory services created to establish competitive and independent advisory practices. The company's open product architecture and innovative fee-based programs, coupled with its objective research as well as investment choice and flexibility, enable advisers to receive the tools and flexibility they need to develop investment programs best suited for their clients.

Contact Information

Formerly Known As
Pacific Mutual Distributors, Pacific Select Group
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Insurance Brokers
Other Industries
Other Financial Services
Acquirer
Primary Office
  • 700 Newport Center Drive
  • Newport Beach, CA 92660
  • United States
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LPL Independent Advisor Services Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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LPL Independent Advisor Services Group Executive Team (2)

Name Title Board Seat Contact Info
William Morrissey President & Managing Director
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LPL Independent Advisor Services Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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