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Lpl Financial Holdings, Inc.

Parent CompanySorrento Pacific Financial, LLC

About Lpl Financial Holdings, Inc.

Lpl Financial Holdings, Inc. is listed as Parent Company at Sorrento Pacific Financial, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sorrento Pacific Financial, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Lpl Financial Holdings, Inc. work?

Lpl Financial Holdings, Inc. is listed as Parent Company at Sorrento Pacific Financial, LLC on SEC Form ADV.

How much of Sorrento Pacific Financial, LLC does Lpl Financial Holdings, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Sorrento Pacific Financial, LLC

TitleParent Company
OwnershipOver 75%
Control personYes
Since2024