LPL Financial
Brokerage
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
Top C-suite Members of Company
Connect with key decision-makers at LPL Financial. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Rich Steinmeier | Chief Executive Officer | r****r@lpl.com | |
| Joseph Borriello | Assistant Vice President | j****o@lpl.com | |
| Greg Gates | Managing Director and Chief Technology and In | g****s@lpl.com | |
| Sid Vyas | Chief Technology Officer | s****s@lpl.com | |
| Matthew Audette | President | m****e@lpl.com | |
| Billy Runyan | Executive VP | b****n@lpl.com | |
| Todd Simons | Office of The Vice President | t****s@lpl.com | |
| Matthew Enyedi | Managing Director | m****i@lpl.com | |
| Althea Brown | Chief Legal Officer | a****n@lpl.com | |
| Ellen Anthony | Chief of Staff To Chief Information Officer | e****y@lpl.com | |
| David Korff | President | d****f@lpl.com | |
| Rachel Mazzotta | Assistant VP | r****a@lpl.com | |
| Chris Askeland | Assistant VP CFO Solutions | c****d@lpl.com | |
| Marc Zabicki | Chief Investment Officer and Director | m****i@lpl.com | |
| Joe Lanser | Executive VP Head of Financial Planning | j****r@lpl.com | |
| Brett Goodman | Executive VP | b****n@lpl.com | |
| Brent Simonich | Executive Vice President and Chief Risk Offic | b****h@lpl.com | |
| Mandy Smith | Controller | m****h@lpl.com | |
| Audrey Bahneman | Vice President | a****n@lpl.com | |
| Rich Steinmeier | Chief Executive Officer | r****r@lpl.com | |
| Jackson Petry | Service Department Chief of Staff | j****y@lpl.com | |
| Arthur Osman | Executive VP | a****n@lpl.com | |
| Billy Runyan | Executive VP | b****n@lpl.com | |
| Sid Vyas | Chief Technology Officer | s****s@lpl.com |
Email Formats
Discover the email patterns used at LPL Financial to connect with the right people.
The predominant email format at LPL Financial is first.last (e.g., jon.doe@lpl.com), utilized by 77.40% of all professional email addresses at the organization.
| Email Format | Example | Percentage |
|---|---|---|
| first.last | jon.doe@lpl.com | 77.40% |
| first.last | jon.doe@lplfinancial.com | 10.90% |
| first initials + last | jdoe@wradvisors.com | 5.46% |
| first initials + middle initials + last | jldoe@wradvisors.com | 3.48% |
| first + last | jondoe@lpl.com | 2.93% |
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