Insights

Strategic Partnerships LPL Financial forming strategic relationships with companies like First Horizon presents an opportunity to leverage these partnerships for cross-selling financial products and services to a wider client base.

Talent Acquisition The recruitment of experienced financial advisors like James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller signals growth in the advisor network. Engaging with these new advisors can open doors to recommending LPL Financial's solutions to their existing clients.

Investor Interest Investments by firms like Proficio Capital Partners LLC and Wikipedia Palmer Candy Company indicate confidence in LPL Financial's growth potential. Leveraging investor interest can be a persuasive point when approaching potential clients.

Strategic Acquisitions Acquiring firms like Wealth Management showcases LPL Financial's commitment to expanding its market presence. Discussions with clients of the acquired entities could lead to exploring synergies and introducing LPL Financial's offerings.

Technology Adoption Utilizing advanced technologies like MuleSoft, Salesforce Marketing Cloud, and Palo Alto Firewalls demonstrates LPL Financial's readiness for digital transformation. Highlighting these tech capabilities can position the company as a forward-thinking partner in the financial services sector.

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including MuleSoft Anypoint, TimeTrade, Salesforce Marketing Cloud Account Engagement, and more. Explore LPL Financial's tech stack below.

  • MuleSoft Anypoint
    Application Development & Management
  • TimeTrade
    Appointment Scheduling
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Cisco
    Network Hardware
  • Palo Alto Firewalls
    Network Hardware
  • Red Hat
    Operating Systems
  • HTML
    Programming Languages
  • Microsoft Exchange
    Storage

Media & News

LPL Financial's Email Address Formats

LPL Financial uses at least 1 format(s):
LPL Financial Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
94%
First.L@lpl.comJohn.D@lpl.com
3%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%

Frequently Asked Questions

Where is LPL Financial's headquarters located?

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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?

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

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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?

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

How much revenue does LPL Financial generate?

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As of April 2025, LPL Financial's annual revenue reached $2.2B.

What is LPL Financial's NAICS code?

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

How many employees does LPL Financial have currently?

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As of April 2025, LPL Financial has approximately 13K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: R. S.Chief Executive Officer: D. B.Chief Product Officer: G. C.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

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LPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

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LPL Financial's tech stack includes MuleSoft AnypointTimeTradeSalesforce Marketing Cloud Account EngagementCiscoPalo Alto FirewallsRed HatHTMLMicrosoft Exchange.

What is LPL Financial's email format?

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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?

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As of April 2025, LPL Financial has raised $1.5B in funding. The last funding round occurred on Mar 31, 2025 for $1.5B.

When was LPL Financial founded?

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LPL Financial was founded in 1989.
LPL Financial

LPL Financial

Financial ServicesCalifornia, United States10001+ Employees

LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.

Section iconCompany Overview

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

Section iconFunding & Financials

  • $1.5B

    LPL Financial has raised a total of $1.5B of funding over 2 rounds. Their latest funding round was raised on Mar 31, 2025 in the amount of $1.5B.

  • $1B

    LPL Financial's revenue is in the range of $1B

Section iconFunding & Financials

  • $1.5B

    LPL Financial has raised a total of $1.5B of funding over 2 rounds. Their latest funding round was raised on Mar 31, 2025 in the amount of $1.5B.

  • $1B

    LPL Financial's revenue is in the range of $1B

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