LPLA LPL Financial Holdings Inc.

LPL Financial Receives Perfect 100 In HRC’s Corporate Equality Index

LPL Financial Receives Perfect 100 In HRC’s Corporate Equality Index

CHARLOTTE, N.C. , Jan. 27, 2020 (GLOBE NEWSWIRE) -- , a leading retail investment advisory firm and independent broker-dealer, today announced that it received a perfect score of 100 percent in the Human Rights Campaign Foundation’s 2020 Corporate Equality Index (CEI), a national benchmarking survey and report measuring corporate policies and practices related to lesbian, gay, bisexual, transgender and queer (LGBTQ) workplace equality.

“We are honored and encouraged to once again receive a perfect score on HRC’s Corporate Equality Index,” said LPL Managing Director and Chief Human Capital Officer Sallie Larsen. “As a firm, we are committed to attracting diverse talent and building an inclusive culture that encourages employees to bring their authentic selves to work. This is fundamental to who we are as a company and what we stand for. Creating a culture where everyone feels they can contribute their best work allows us to better serve our advisors and their clients and each other.​​​​​​​​​​”

Shannon Peele, chair of LPL’s Pride Alliance Employee Resource Group in the Carolinas, added, “I see myself in our HRC Corporate Equality 100 percent score. LPL’s commitment to equality is supported by the work we do in our local communities, our legal team’s advocacy in Washington, D.C. and the inclusive benefits package that we provide our employees. Not only is diversity and inclusion the right and moral thing to do as an Employer of Choice but a strategic and purposeful plan to set us apart from our competition. I am so grateful that I work for a company where I can bring my whole self to work.”

CEI rating system is designed for mid-to large-sized businesses with 500 or more full-time employees, and its report measures companies on detailed criteria in five broad categories:

  • Non-discrimination policies
  • Employment benefits
  • Demonstrated organizational competency and accountability around LGBTQ diversity and inclusion
  • Public commitment to LGBTQ equality
  • Responsible citizenship

“These companies know that protecting their LGBTQ employees and customers from discrimination is not just the right thing to do -- it is also the best business decision,” HRC President Alphonso David stated. “Businesses understand their LGBTQ employees and customers deserve to be seen, valued and respected not only at work, but in every aspect of daily life.”

The full report is available online at .

About LPL Financial

LPL Financial () is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

*Based on total revenues, Financial Planning magazine June 1996-2019

About the Human Rights Campaign

The Human Rights Campaign Foundation is the educational arm of America's largest civil rights organization working to achieve equality for lesbian, gay, bisexual, transgender and queer people. HRC envisions a world where LGBTQ people are embraced as full members of society at home, at work and in every community.

LPL Financial and Human Rights Campaign are separate entities.

Connect with Us!







Media Contact:

Lauren Hoyt-Williams

980-321-1232

EN
27/01/2020

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Welcomes Wyatt Wealth Management

LPL Financial Welcomes Wyatt Wealth Management SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) --  announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services industry as a college student working in a Dallas restaurant. Two of his regular custom...

 PRESS RELEASE

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mi...

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm . They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapoli...

 PRESS RELEASE

LPL Financial Reports Monthly Activity for May 2025

LPL Financial Reports Monthly Activity for May 2025 SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of assets that off-boarded as part of the previously dis...

 PRESS RELEASE

EverMark Investment Partners Launches with Support from LPL Strategic ...

EverMark Investment Partners Launches with Support from LPL Strategic Wealth The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, (“EverMark”), through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego,...

 PRESS RELEASE

LPL Financial Welcomes Runyan Capital

LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfi...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch