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LPL Independent Advisor Services Group

1969 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

LPL Independent Advisor Services Group Valuation and Funding

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

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LPL Independent Advisor Services Group Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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LPL Independent Advisor Services Group Executive Team (2)

Name Title Board
Seat
Contact
Info
William Morrissey President & Managing Director

1 Former Executive

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