Insights

Recent Expansions LPL Financial recently expanded its offices in Michigan and hired new advisors, indicating a strategic focus on growth and market penetration. This presents an opportunity for partnership or collaboration to leverage their expanding network.

Financial Investment With recent investments into assets like Avino Silver & Gold Mines, LPL Financial is diversifying its portfolio. Positioning your product or service as a strategic financial investment opportunity for LPL could be beneficial.

Industry Acquisitions Apollon Wealth Management and other companies investing in LPL Financial signal industry confidence. Leveraging this trust for cross-selling or strategic alliances could lead to mutually beneficial partnerships.

Tech Collaboration LPL Financial utilizes a tech stack including DocuSign, Veracode, and Palo Alto Firewalls, indicating a focus on innovation and security. Offering complementary technology solutions or integration services could be a compelling value proposition for collaboration.

Financial Health Having raised $1 billion for growth, LPL Financial is in a strong financial position. Targeting them as a potential client or partner for high-value financial services or investment opportunities could yield profitable results.

LPL Financial Tech Stack

LPL Financial uses 8 technology products and services including Veracode, GridGain, DocuSign, and more. Explore LPL Financial's tech stack below.

  • Veracode
    Application Security Testing
  • GridGain
    Big Data Processing
  • DocuSign
    Miscellaneous
  • Palo Alto Firewalls
    Network Hardware
  • Cisco Meraki
    Network Hardware
  • Red Hat Enterprise
    Operating Systems & Computing Languages
  • Xcode
    Programming Languages
  • Adobe Tag Manager
    Tag Management

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 icon
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?

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 icon
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?

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

What is LPL Financial's NAICS code?

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

How many employees does LPL Financial have currently?

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

What industry does LPL Financial belong to?

Minus sign iconPlus sign icon
LPL Financial operates in the Financial Services industry.

What technology does LPL Financial use?

Minus sign iconPlus sign icon
LPL Financial's tech stack includes VeracodeGridGainDocuSignPalo Alto FirewallsCisco MerakiRed Hat EnterpriseXcodeAdobe Tag Manager.

What is LPL Financial's email format?

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

When was LPL Financial founded?

Minus sign iconPlus sign icon
LPL 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 iconFunding & Financials

  • $1B

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

Section iconFunding & Financials

  • $1B

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.