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LPL Financial

Brokerage

Founded: 1989
Headquarters: 4707 Executive Drive, San Diego, California 92121, USA
Overview
Location
California, United States
Headquarter
4707 Executive Drive, San Diego, California 92121, USA
No of Employees
6700
Industry
Brokerage
Company Type
Public Company
Founded
1989
CEO
Dan Arnold
Codes
SIC Code 62,623 | NAICS Code 52,523
Annual Revenue
10.27 Billion USD
Total Funding
$469.7M
Recent Funding Amount
$469.7M
No of Funding Rounds
1
Founders
Todd Robinson
Social Handles

Company overview

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The companys fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to mainta

Employees by Level

C-Level

36

VP-Level

2495

Director

365

Manager

2060

Non-Manager

13940

Top Contacts

11792

Available Jobs at LPL Financial

Top C-suite Members of Company

Connect with key decision-makers at LPL Financial. View the C-suite executives and leadership team.

NameTitleContactAction
Rich SteinmeierChief Executive Officerr****r@lpl.comShow details
Joseph BorrielloAssistant Vice President & Chief Financial Ofj****o@lpl.comShow details
Greg GatesManaging Director and Chief Technology and Ing****s@lpl.comShow details
Sid VyasChief Technology Officer & Executive VPs****s@lpl.comShow details
Matthew AudettePresident & Chief Financial Officerm****e@lpl.comShow details
Billy RunyanExecutive VP & Chief Information Officer, Plab****n@lpl.comShow details
Todd SimonsOffice of The Vice President, Business Managet****s@lpl.comShow details
Matthew EnyediManaging Director, Client Successm****i@lpl.comShow details
Althea BrownChief Legal Officer & Managing Directora****n@lpl.comShow details
Ellen AnthonyChief of Staff To Chief Information Officer,e****y@lpl.comShow details
David KorffPresident, Investmentsd****f@lpl.comShow details
Rachel MazzottaAssistant VP & Chief Financial Officer, Solutr****a@lpl.comShow details
Chris AskelandAssistant VP CFO Solutions & Chief Financialc****d@lpl.comShow details
Marc ZabickiChief Investment Officer and Director, Researm****i@lpl.comShow details
Joe LanserExecutive VP Head of Financial Planning & Anaj****r@lpl.comShow details
Brett GoodmanExecutive VP, Corporate Development & Investob****n@lpl.comShow details
Brent SimonichExecutive Vice President and Chief Risk Officb****h@lpl.comShow details
Mandy SmithControllerm****h@lpl.comShow details
Audrey BahnemanVice President, Chief of Staff To CTIOa****n@lpl.comShow details
Rich SteinmeierChief Executive Officerr****r@lpl.comShow details
Jackson PetryService Department Chief of Staffj****y@lpl.comShow details
Arthur OsmanExecutive VP, Institution Services Business Ca****n@lpl.comShow details
Billy RunyanExecutive VP & Chief Information Officer, Plab****n@lpl.comShow details
Sid VyasChief Technology Officer & Executive VPs****s@lpl.comShow details

Employees Contact

Connect with company employees using the separately sourced, masked contact dataset.

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Email formats

Discover the professional email patterns used at LPL Financial.

Email formatExamplePercentage
first.lastjon.doe@lpl.com77.40%
first.lastjon.doe@lplfinancial.com10.90%
first initials + lastjdoe@wradvisors.com5.46%
first initials + middle initials + lastjldoe@wradvisors.com3.48%
first + lastjondoe@lpl.com2.93%

Email verification tool

Find and verify professional email addresses for LPL Financial.

Technology stack

PWA
Miscellaneous

LPL Financial uses PWA to enhance their digital capabilities and improve operational efficiency.

Open Graph
Miscellaneous

LPL Financial uses Open Graph to enhance their digital capabilities and improve operational efficiency.

ServiceNow
Miscellaneous

LPL Financial uses ServiceNow to automate and streamline digital workflows across enterprise functions, improving operational efficiency, service management, and user experiences through a unified cloud platform.

Popper
Miscellaneous

LPL Financial uses Popper to enhance their digital capabilities and improve operational efficiency.

Facebook Pixel
Analytics

LPL Financial uses Facebook Pixel to track website visitor actions and collect conversion data, facilitating precise audience targeting, retargeting campaigns, and accurate measurement of advertising performance for improved ROI.

Adobe Analytics
Analytics

LPL Financial uses Adobe Analytics to collect, analyze, and report on customer data across digital channels, providing deep insights to optimize user experiences and drive business growth.

Linkedin Insight Tag
Analytics

LPL Financial uses Linkedin Insight Tag to enhance their digital capabilities and improve operational efficiency.

HSTS
Security

LPL Financial uses HSTS to enhance their digital capabilities and improve operational efficiency.

Cloudflare
CDN

LPL Financial uses Cloudflare to enhance the performance, security, and reliability of its web applications by leveraging a global network for content delivery, DDoS protection, and WAF services.

Adobe Experience Platform Launch
Tag managers

LPL Financial uses Adobe Experience Platform Launch to enhance their digital capabilities and improve operational efficiency.

jQuery
JavaScript libraries

LPL Financial uses jQuery to simplify client-side scripting, enabling faster and more efficient manipulation of the HTML DOM, event handling, animation, and AJAX interactions across various web browsers.

Adobe Target
A/B testing

LPL Financial uses Adobe Target to enhance their digital capabilities and improve operational efficiency.

Adobe Experience Platform Identity Service
Customer data platform

LPL Financial uses Adobe Experience Platform Identity Service to enhance their digital capabilities and improve operational efficiency.

Schema App
SEO

LPL Financial uses Schema App to enhance their digital capabilities and improve operational efficiency.

Java
Programming languages

LPL Financial uses Java to develop robust, scalable, and secure applications that run across various platforms, ensuring high performance and reliability for critical enterprise systems.

Adobe Experience Manager
CMS

LPL Financial uses Adobe Experience Manager to enhance their digital capabilities and improve operational efficiency.

Frequently Asked Questions

What is the address of LPL Financial's headquarters?

LPL Financial is headquartered at 4707 Executive Drive, San Diego, California 92121, USA.

How can I contact LPL Financial by phone?

You can reach LPL Financial by calling their customer support number at 1-800-877-7210.

Which stock symbol does LPL Financial trade under?

The stock ticker for LPL Financial is LPLA.

What is the official website for LPL Financial?

You can visit LPL Financial's official website at www.lpl.com.

How much revenue does LPL Financial generate?

LPL Financial reports an annual revenue of approximately 10.27 Billion USD.

What is the SIC code for LPL Financial?

The Standard Industrial Classification (SIC) code for LPL Financial is 62,623.

What is the NAICS code for LPL Financial?

LPL Financial falls under the NAICS code 52,523.

How many people work at LPL Financial?

LPL Financial has a workforce of about 6700 employees.

Which technologies are used by LPL Financial?

LPL Financial utilizes technologies like PWA, Open Graph, ServiceNow.

Who is the Chief Executive Officer (CEO) of LPL Financial?

The CEO of LPL Financial is Dan Arnold.

How can I get in touch with LPL Financial?

To contact LPL Financial, call 1-800-877-7210 or visit their website at www.lpl.com

Is LPL Financial a publicly traded company?

Yes, LPL Financial is publicly listed and trades under the stock symbol LPLA.

How much total funding has LPL Financial secured so far?

To date, LPL Financial has raised $469.7M across 1 funding round(s).

Which industry is LPL Financial part of?

LPL Financial operates in the Brokerage, Finance industry.

Who are the main competitors of LPL Financial?

Key competitors of LPL Financial include Raymond James, Oppenheimer, Stifel Financial, Lincoln Financial Group

Which companies has LPL Financial acquired?

Acquisitions by LPL Financial include JAM IP, Omnetica, milgo.com, smart421.com .

Who holds the CFO position at LPL Financial?

Joseph Borriello serves as the Chief Financial Officer (CFO) at LPL Financial.

Who is the Chief Technology Officer (CTO) at LPL Financial?

Sid Vyas is the Chief Technology Officer (CTO) at LPL Financial.

Where can I find LPL Financial on social media?

You can follow LPL Financial on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did LPL Financial complete its most recent funding round?

LPL Financial latest funding round closed on Nov 17, 2010 with the amount of $469.7 Million