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.

Similar companies to LPL Financial

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 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 April 2025, 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 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 Technology Officer/Evp: S. V.. 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 MuleSoft AnypointTimeTradeSalesforce Marketing Cloud Account EngagementCiscoPalo Alto FirewallsRed HatHTMLMicrosoft Exchange.

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.

When was LPL Financial founded?

LPL Financial was founded in 1989.

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.