Fidelity Investments vs LPL Financial
On overall TruNorth grade, LPL Financial scores higher (Fidelity Investments: D, LPL Financial: C). Both graded from public records across nine values categories.
Political donations
No public record found.
FEC: $42K PAC donations; 30% to Republican, 70% to Democratic committees.
Environment
Net Zero Asset Managers active member (signed 2021) under Glasgow Financial Alliance for Net Zero (GFANZ) umbrella.
No public record found.
Labor
14 federal penalties totaling $54.1M since 2000 (Violation Tracker).
73 federal penalties totaling $158.7M since 2000 (Violation Tracker).
DEI
No public record found.
No public record found.
Charity
$100M reported corporate giving in 2024 (~0.30% of revenue) via Fidelity Charitable.
Operates the Lpl Financial Foundation Inc: $2.6M in charitable contributions, gifts & grants paid (FY2023, IRS Form 990-PF).
Animal testing
No public record found.
No public record found.
Firearms
No public record found.
No public record found.
Privacy
Terms-of-service privacy grade D (poor) via ToS;DR (tosdr.org), CC BY-SA 3.0 — transformed to TruNorth's scale.
No public record found.
Executive pay
No public record found.
CEO-to-median-worker pay ratio 156:1 (median employee pay $5,000) — SEC proxy statement (DEF 14A, 2026).
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