Founded in 1982, INVEST Financial Corporation pioneered the business model of offering third-party investment services within financial institutions. The firm operated as a full-service broker-dealer, providing a wide range of financial products, including mutual funds, annuities, insurance, and securities, through a network of independent financial advisors. In August 2017, LPL Financial announced its acquisition of the assets of INVEST Financial Corp. The integration was completed and the firm's FINRA registration was terminated on February 20, 2018, with its advisors and business operations being absorbed into LPL Financial.

Founded in

United States