Company Overview
Team Members
Technologies
Email Formats
Competitors
Faqs

10 free leads on us

Use our Chrome Extension & instantly connect with prospects

Download Free
Use Google
crystals

Find Contacts

Homepage  >  Finance  > 

LPL Financial

Company Name

LPL Financial

Main Industry

Lending & Brokerage, Finance

Website

www.lpl.com

Contact Information

Headquarters

4707 Executive Drive, San Diego, California, 92121, United States

(800) 877-7210

Fort Mill, South Carolina Office

1055 Lpl Way, Fort Mill, South Carolina, 29715, United States

Boston, Massachusetts Office

1 Beacon St Fl 22, St Fl, Boston, Massachusetts, 02108, United States

(617) 423-3644

LPL Financial Profile and History

Founded in 1989, LPL Financial provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. LPL Financial is headquartered in San Diego, California.

LPL Financial

LPL Financial Corp.

The LPL Financial

Flaherty Financial Services , LLC

LPL Financial LLC

Revenue

$5.9 B

Employees

5,457

Founded

1989

Funding History

LPL Financial raised a total of $469.7 M in funding over 1 rounds, and is a public traded company.

Stock Symbol

NASDAQ: LPLA

LPL Financial Executive Team & Key Decision Makers

Name & TitleContact Info
Norman Nakeita
Norman Nakeita

Vice President, Chief Financial Officer Solutions

❅❅❅❅@lpl.com

(980) ❅❅❅-❅❅❅❅

Visit Profile

Rich Steinmeier
Rich Steinmeier

Managing Director & Divisional President, Business Development

❅❅❅❅@lpl.com

(858) ❅❅❅-❅❅❅❅

Visit Profile

Tif Joyce
Tif Joyce

Founder & President

❅❅❅❅@lpl.com

Visit Profile

Edward Fandrey
Edward Fandrey

Managing Director & Divisional President (Advisor Solutions)

❅❅❅❅@lpl.com

(917) ❅❅❅-❅❅❅❅

Visit Profile

Billy Runyan
Billy Runyan

Executive Vice President & Chief Information Officer, Platform Modernization

❅❅❅❅@lpl.com

(832) ❅❅❅-❅❅❅❅

Visit Profile

Michelle Oroschakoff
Michelle Oroschakoff

Managing Director & Chief Legal Officer

❅❅❅❅@lpl.com

(415) ❅❅❅-❅❅❅❅

Visit Profile

Robert Quinn
Robert Quinn

Vice President, Talent Acquisition

❅❅❅❅@lpl.com

(858) ❅❅❅-❅❅❅❅

Visit Profile

Matthew Audette
Matthew Audette

Managing Director & Chief Financial Officer

❅❅❅❅@lpl.com

(703) ❅❅❅-❅❅❅❅

Visit Profile

Greg Gates
Greg Gates

Managing Director & Chief Technology & Information Officer

(704) ❅❅❅-❅❅❅❅

Visit Profile

Sallie Larsen
Sallie Larsen

Managing Director & Chief Human Capital Officer

❅❅❅❅@lpl.com

(858) ❅❅❅-❅❅❅❅

Visit Profile

Brent Simonich
Brent Simonich

Executive VP, Chief Accounting Officer & Treasurer

❅❅❅❅@lplfinancial.com

(916) ❅❅❅-❅❅❅❅

Visit Profile

Judy Ricketts
Judy Ricketts

Executive VP, Operations

❅❅❅❅@lplfinancial.com

(402) ❅❅❅-❅❅❅❅

Visit Profile

Recently Updated Team Members

Name & TitleContact Info
Laura LaTourette

❅❅❅❅@lpl.com

(706) ❅❅❅-❅❅❅❅

Visit Profile

David Wright

❅❅❅❅@lpl.com

(804) ❅❅❅-❅❅❅❅

Visit Profile

Thomas Zgliniec
Thomas Zgliniec

Vice President

❅❅❅❅@lplfinancial.com

(858) ❅❅❅-❅❅❅❅

Visit Profile

Kari Middleton
Kari Middleton

Manager, Wealth

❅❅❅❅@lpl.com

(760) ❅❅❅-❅❅❅❅

Visit Profile

Rachel Eboch
Rachel Eboch

Sto Manager, Service Center

❅❅❅❅@lplfinancial.com

(858) ❅❅❅-❅❅❅❅

Visit Profile

Patrick Gibbons
Patrick Gibbons

Wealth Management Advisor & Partner

❅❅❅❅@lpl.com

(410) ❅❅❅-❅❅❅❅

Visit Profile

Vincent Montenegro

❅❅❅❅@lpl.com

(214) ❅❅❅-❅❅❅❅

Visit Profile

Roger Ames
Roger Ames

Member FINRA - SIPC

❅❅❅❅@lpl.com

(513) ❅❅❅-❅❅❅❅

Visit Profile

Trenton McGhee

❅❅❅❅@lplfinancial.com

(704) ❅❅❅-❅❅❅❅

Visit Profile

Amber Horton
Amber Horton

Director, Financial Planning & Manager & Investment Advisor & Representative

❅❅❅❅@lpl.com

(619) ❅❅❅-❅❅❅❅

Visit Profile

Jessica Mize
Jessica Mize

Assistant VP, Benefits

❅❅❅❅@lplfinancial.com

(619) ❅❅❅-❅❅❅❅

Visit Profile

James Bianchi
James Bianchi

Financial Advisor

❅❅❅❅@lpl.com

(617) ❅❅❅-❅❅❅❅

Visit Profile

Whitney Coleman
Whitney Coleman

Senior Analyst

❅❅❅❅@lplfinancial.com

(202) ❅❅❅-❅❅❅❅

Visit Profile

Gabriel Baune
Gabriel Baune

Client Services Associate

❅❅❅❅@lpl.com

(971) ❅❅❅-❅❅❅❅

Visit Profile

Top LPL Financial Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by LPL Financial.

Programming Languages

(25 Technologies)

Enterprise Data Storage

(25 Technologies)

Frameworks and Libraries

(21 Technologies)

Other Data Management Software

(21 Technologies)

Operating Systems

(20 Technologies)

LPL Financial Email Formats

ParameterSample EmailPercentage

LPL Financial Top Competitors

CompanyEmployeesRevenueTop technologies
Fidelity Investments

Fidelity Investments

40 K$20.6 B
Pershing

Pershing

2,800$2.3 B
Oppenheimer

Oppenheimer

3,000$1 B
ProEquities

ProEquities

2,460$539.3 M
Securities America Advisors, Inc.

Securities America Advisors, Inc.

660$232.6 M

What is LPL Financial revenue?

LPL Financial revenue is $5.9 B

How many employees does LPL Financial have?

LPL Financial has 5,457 employees

Where is LPL Financial headquarters located?

LPL Financial headquarters are located in 4707 Executive Drive, San Diego, California, 92121, United States

What are LPL Financial’s primary industries?

LPL Financial’s main industries are: Finance, Lending & Brokerage, Investment Banking

Who is LPL Financial’s CEO?

LPL Financial’s CEO is Dan Arnold

What are some additional names or alternative spellings that users use while searching for LPL Financial?

LPL Financial appears in search results as LPL Financial, LPL Financial Corp., The LPL FinancialFlaherty Financial Services , LLC, LPL Financial LLC...See More