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INVEST Financial history
INVEST Financial company history timeline
Formed and solely-owned by Dan McConnell in 1982, Invest Financial was later bought by Brentwood Securities.
Formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger, LPL was designed as an alternative to traditional Wall Street firms.
Kemper Financial, a major shareholder of ISFA sold Invest to First American National Bank in 1996.
In 2000, Invest was sold by AmSouth Bank to National Planning Holdings (NPH) and is still a subsidiary of the corporation.
Under the NPH umbrella, in 2004, Invest implemented EOE software and E-Sign technology.
Steve Dowden becomes CEO in 2009 and after two years under his leadership over 20 representatives manage to reach $1 million.
In 2012 Invest marks 30 years of successful business.
6 Tips for Starting and Succeeding in Your Own BusinessDecember 8, 2021
© 2022 LPL Financial Member FINRA/SIPC
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INVEST Financial competitors
| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| Gurtin Municipal Bond Management | 2008 | $11.5M | 125 | - |
| Crown Capital Securities | - | $1.4M | 30 | - |
| Harbour Investments | 1987 | $6.4M | 71 | - |
| The Financial Advisors | 1992 | $1.1M | 30 | - |
| Legg Mason Wood Walker Incorporated | - | $5.4M | 7 | - |
| Advisor Group | 1988 | $450,000 | 50 | 12 |
| PlanMember | 1982 | $34.1M | 100 | 3 |
| ING Financial Holdings Corporation | 1981 | $1.3M | 526 | - |
| GunnAllen Financial | 1996 | $1.2B | 1,137 | - |
| Arbor Financial Group | 2011 | $5.0M | 30 | - |
INVEST Financial history FAQs
Zippia gives an in-depth look into the details of INVEST Financial, including salaries, political affiliations, employee data, and more, in order to inform job seekers about INVEST Financial. The employee data is based on information from people who have self-reported their past or current employments at INVEST Financial. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by INVEST Financial. The data presented on this page does not represent the view of INVEST Financial and its employees or that of Zippia.
INVEST Financial may also be known as or be related to INVEST Financial, INVEST Financial Corp., INVEST Financial Corporation, Invest Financial, Invest Financial Corp and Invest Financial Corporation.