PROFILE |
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Linsco/Private Ledger, one of the largest independent brokerage firms in the US, advises its clients on stocks and bonds, mutual funds, commodities, options, annuities, real estate investment trusts (REITs), and other investment vehicles. Clients are charged a flat fee rather than a commission percentage. As an independent, Linsco/Private Ledger doesn't sell a portfolio of its own but provides access to others across the nation. The company has more than 3,800 representatives (independent contractors) in some 1,800 locally-owned and operated branch offices in all 50 states and the District of Columbia. Linsco/Private Ledger's offices are in Boston and San Diego.
COMPETITION |
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The Charles Schwab Corporation (SCH)
Merrill Lynch & Co., Inc. (MER)
Morgan Keegan, Inc. (dossier)
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FINANCIAL OVERVIEW |
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Fiscal Year-End: December
2000 Sales (mil.): 806.00
Employees: 800
Revenue per employee: $1,007,500.00
KEY PEOPLE |
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Todd A. Robinson
CEO
David Collett
CFO
CONTACT INFO |
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9785 Town Center Dr.
San Diego, CA 92121
US
Phone: 858-450-9606
Fax: 858-546-8324
Online: Web Site
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