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Talent Acquisition LPL Financial has been actively hiring top financial professionals, such as financial advisors and executive vice presidents, indicating potential sales opportunities by targeting these new recruits for partnership or service offerings.

Leadership Change Recent leadership changes at LPL Financial, including the appointment of a new President and CEO, Dan H. Arnold, present an opportune time to engage with the company to introduce new solutions, services, or partnerships under new leadership.

Compliance Solutions With reported issues of violating policies and breaches of contract, there is a clear opportunity for companies specializing in compliance solutions to engage with LPL Financial to provide services that ensure adherence to industry regulations.

Market Expansion LPL Financial's position as one of the nation's largest broker-dealers and continuous growth through strategic hires like the executive vice president of investment management solutions, signals potential expansion opportunities for companies looking to collaborate in new market segments.

Competitive Analysis By studying LPL Financial's competitors like Ameriprise Financial and RBC Wealth Management, businesses can gain insights into effective strategies and approaches, identifying areas where differentiation and innovation can lead to sales growth through a competitive edge.

Similar companies to LPL Financial

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including Atlassian, InfoArchive, schema.org, and more. Explore LPL Financial's tech stack below.

Atlassian
Application Development & Management
InfoArchive
Archiving
schema.org
Miscellaneous
Cisco Meraki
Network Hardware
Cisco Routers
Network Hardware
Fiserv
Payment Processing
J2EE
Programming Languages
FireMon
System Security Services

Media & News

LPL Financial's Email Address Formats

LPL Financial uses at least 1 format(s):

LPL Financial Email Formats	Example	Percentage
First.Last@lpl.com	John.Doe@lpl.com	94%
First.L@lpl.com	John.D@lpl.com	3%
F.Last@lpl.com	J.Doe@lpl.com	2%
FLast@lpl.com	JDoe@lpl.com	1%

Frequently Asked Questions

Where is LPL Financial's headquarters located?

LPL Financial's main headquarters is located at 4707 Executive Drive San Diego, CA 92121-1968 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is LPL Financial's phone number?

You can contact LPL Financial's main corporate office by phone at

+1-617-423-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LPL Financial's stock symbol?

LPL Financial is a publicly traded company; the company's stock symbol is LPLA.

What is LPL Financial's official website and social media links?

LPL Financial's official website is lpl.com and has social profiles on LinkedIn.

How much revenue does LPL Financial generate?

As of September 2024, LPL Financial's annual revenue reached $2.2B.

What is LPL Financial's NAICS code?

LPL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does LPL Financial have currently?

As of September 2024, LPL Financial has approximately 13K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: R. S.Chief Executive Officer: G. M.Chief Executive Officer: D. B.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

LPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

LPL Financial's tech stack includes AtlassianInfoArchiveschema.orgCisco MerakiCisco RoutersFiservJ2EEFireMon.

What is LPL Financial's email format?

LPL Financial's email format typically follows the pattern of . Find more LPL Financial email formats with LeadIQ.

How much funding has LPL Financial raised to date?

As of September 2024, LPL Financial has raised $1B in funding. The last funding round occurred on Jun 03, 2024 for $1B.

When was LPL Financial founded?

LPL Financial was founded in 1989.

LPL Financial

LPL Financial

Financial ServicesCalifornia, United States10001+ Employees

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

Follow us on Twitter @lpl.

• Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

Company Overview

Headquarters: 4707 Executive Drive San Diego, CA 92121-1968 US
Phone number: ✕
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+1-617-423-****
Website: lpl.com
Stock Symbol: LPLA
NAICS Code: 52 - Finance and Insurance
Founded: 1989
Employees: 10001+

Media & News

Funding & Financials

$1B
LPL Financial has raised a total of $1B of funding over 1 rounds. Their latest funding round was raised on Jun 03, 2024 in the amount of $1B.
$1B
LPL Financial's revenue is in the range of $1B

Funding & Financials

$1B
LPL Financial has raised a total of $1B of funding over 1 rounds. Their latest funding round was raised on Jun 03, 2024 in the amount of $1B.
$1B
LPL Financial's revenue is in the range of $1B

Company Leadership

R. S.
Chief Executive Officer
✕
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G. M.
Chief Executive Officer
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D. B.
Chief Executive Officer
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G. C.
Chief Product Officer
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S. V.
Chief Technology Officer/Evp
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Employee Directory

M. Z.
Svp, Chief Investment Officer And Director Of Research
✕
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S. V.
Chief Technology Officer/Evp
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G. G.
Managing Director And Chief Technology & Information Officer
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G. G.
Owner
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C. J.
Owner
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