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Insights

Technology Integration LPL Financial utilizes a tech stack that includes IBM AIX, Palo Alto Firewalls, and Google Tag Manager, providing opportunities to offer complementary technology integration solutions to enhance client services.

New Leadership in Technology With the recent appointment of Sushil 'Sid' Vyas as the Chief Technology Officer, Infrastructure and Operations, there is a strategic opportunity to engage with LPL Financial and tailor technology solutions to align with their new leadership direction.

Partnership Expansion The partnership between LPL Financial and Summit Planning Group signifies a focus on growth and collaboration. Leveraging this partnership as a success story can open doors for similar collaborations within the financial advisory sector.

Market Trend Insights The release of the '2024 Midyear Outlook' by LPL Financial presents an opportunity for in-depth discussions with potential clients about market trends, financial forecasts, and investment strategies, positioning your offerings as aligned with industry expectations.

Investment Opportunity The recent investment of $181,000 by Fidelis Capital Partners LLC into LPL Financial showcases investor confidence. This presents an opportunity to engage with investors seeking to diversify their portfolios with reputable financial service providers like LPL Financial.

LPL Financial Tech Stack

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

  • IBM AIX
    Application Development & Management
  • TimeTrade
    Appointment Scheduling
  • schema.org
    Miscellaneous
  • Cisco Nexus
    Network Hardware
  • Palo Alto Firewalls
    Network Hardware
  • Red Hat Enterprise
    Operating Systems & Computing Languages
  • Perl
    Programming Languages
  • Google Tag Manager
    Tag Management

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
4%
f.last@lpl.comJ.Doe@lpl.com
1%
flast@lpl.comJDoe@lpl.com
1%

Frequently Asked Questions

Where is LPL Financial's headquarters located?

Minus sign iconPlus sign iconLPL 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?

Minus sign iconPlus sign icon You can contact LPL Financial's main corporate office by phone at +1-617-423-3644. 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?

Minus sign iconPlus sign iconLPL Financial is a publicly traded company; the company's stock symbol is LPLA.

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

Minus sign iconPlus sign iconLPL Financial's official website is lpl.com and has social profiles on LinkedIn.

How much revenue does LPL Financial generate?

Minus sign iconPlus sign icon As of June 2024, LPL Financial's annual revenue reached $501B.

What is LPL Financial's NAICS code?

Minus sign iconPlus sign iconLPL Financial's NAICS code is 52 - Finance and Insurance.

How many employees does LPL Financial have currently?

Minus sign iconPlus sign iconAs of June 2024, LPL Financial has approximately 12K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: G. M.Chief Executive Officer, Bordelove Foster Wealth Management: M. B.Chief Executive Officer: B. C.. Explore LPL Financial's employee directory with LeadIQ.

What industry does LPL Financial belong to?

Minus sign iconPlus sign iconLPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

Minus sign iconPlus sign iconLPL Financial's tech stack includes IBM AIXTimeTradeschema.orgCisco NexusPalo Alto FirewallsRed Hat EnterprisePerlGoogle Tag Manager.

What is LPL Financial's email format?

Minus sign iconPlus sign iconLPL 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?

Minus sign iconPlus sign icon As of June 2024, LPL Financial has raised $1B in funding. The last funding round occurred on Jun 03, 2024.

When was LPL Financial founded?

Minus sign iconPlus sign iconLPL Financial was founded in 1989.
LPL Financial

LPL Financial

Financial ServicesCalifornia, United States5001-10000 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.

Section iconCompany Overview

Headquarters
4707 Executive Drive San Diego, CA 92121-1968 US
Phone number
+1-617-423-3644
Website
lpl.com
Stock Symbol
LPLA
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
5001-10000

Section iconMedia & News

Section iconFunding & 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.

  • $1B

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

Section iconFunding & 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.

  • $1B

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

Company Leadership

Employee Directory

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