Verified
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
Contact Number
1-800-877-7210
No of Employees
6700
Industry
Brokerage
Contact Email
lastfirst@lpl.com
Company Type
Public Company
Website
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
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
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 |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Mary Vance | Financial Planner | *******7106 | r.......e@msn.com | |
Carl Haldy | Financial Consultant | *******1179 | c.......y@lpl.com | |
David Gilliam | Lpl Investment Advisor Representative | *******4889 | d.......m@lpl.com | |
Mike Hannah | Executive Vice President | *******3408 | m.......8@gmail.com | |
Jim Defalco | Vice President Business Consulting | ******9333 | d.......j@hotmail.com | |
Tj Murray | Technology Strategy | ******3644 | t.......r@ix.netcom.com | |
John Peterson | Certified Financial Plannerâ | *******0067 | j.......n@lpl.com | |
Daniel Huck | Complex Products Supervision Analyst At Lpl Financial | *******6154 | d.......7@yahoo.com | |
Michael Jowdy | Owner | ******1103 | m.......y@lpl.com | |
Christina Richardson | Compliance | ******1631 | c.......n@lpl.com | |
Paulita Reed | Operations | ******0274 | p.......d@yahoo.com | |
Grant Priddy | Wealth Consultant | ******6749 | g.......y@rfconline.com | |
Linda Isbell | Administrator Assistant | ******4959 | m.......z@verizon.net | |
Charles Salfity | Financial Planner | ******4032 | s.......c@msn.com | |
Hannibal Adams | Licensed Financial Services Consultant | ******2400 | h.......s@synchronyfinancial.com | |
John Simas | Senior Analyst | *******8788 | j.......s@lpl.com | |
David La Pointe | Registered Principal | ******9333 | d.......e@lpl.com | |
Bob Rose | Svp, Business Continuity, Innovation To Execution , Business | ******8987 | b.......c@gmail.com | |
Adrianne Nelson-caviglia | Service Professional | ******3148 | a.......a@lpl.com | |
Jaime Huffman | Financial Advisor At Lpl | *******5386 | j.......n@windstream.net | |
Genaro Gálvez | People Ops Manager, Coach, And Mentor | ******1480 | g.......z@lpl.com | |
Bradley Heideman | Registered Sales | ******5939 | b.......n@gmail.com | |
Mark Sanchez | Product Risk Management | ******2602 | m.......r@gmail.com | |
Joseph Hobbs | Financial Advisor | ******7060 | j.......s@bokf.com | |
Douglas Boring | Douglas Boring , Cfpâ Wealth Advisor | ******5300 | d.......b@aol.com | |
Kirby Horan-adams | Research | ******6373 | k.......s@lpl.com | |
Starr Ivey | Hr | ******3300 | s.......y@lpl.com | |
Gyneth Gonzalez | Event Conference Planner Corporate Communications | ******9775 | g.......z@lpl.com | |
Penny Schneider | Senior Search Optimization Consultant | ******8150 | p.......r@straightnorth.com | |
Chris Rondinelli | Partner Financial Advisor | ******9363 | c.......i@lpl.com | |
Robert Eldred | Certified Financial Planner ™ | ******5881 | r.......d@ceolpl.com | |
Stephen Moore | Vice President, Associate Counsel | *******5161 | s.......e@gmail.com | |
Anthony Chance | Trade Support Analyst At Lpl | ******1681 | a.......e@lpl.com | |
Arpita Mukerjee | – Strategic Sourcing Vendor Management | ******6614 | a.......e@techmahindra.com | |
Gloria Saccoia | Executive Administrative | ******1663 | g.......a@hotmail.com | |
Daniel Castle | Advanced Markets Consulting | *******4976 | d.......e@lpl.com | |
James Mertens | Managing Partner | ******3783 | j.......s@lpl.com | |
Brian Sweeney | Wealth Management Portfolio Business | ******0744 | b.......7@gmail.com | |
Paul Stockham | Wealth Advisor | ******1303 | p.......m@verizon.net | |
Michael Sherlock | Transition Partner | *******1058 | m.......k@sdsu.edu | |
William Hinch | Assistant Vice President, Grc At Lpl Financial | ******1674 | w.......h@hotmail.com | |
Rich Newsom | Advisory Compliance | ******3297 | r.......m@gmail.com | |
Latesha Farrington | Associate Service Consultant | ******1145 | l.......4@gmail.com | |
Luigi Petrone | Compliance Branch Examiner | ******9006 | l.......e@hartfordfunds.com | |
John Henderson | Transition Support Partner | ******8015 | j.......n@lpl.com | |
David Batman | Financial Advisor | ******2508 | d.......n@lpl.com | |
Edward Dominguez | Vice President, Business Consulting | ******5486 | e.......z@lpl.com | |
Shauna Keane | Learning Development | ******9951 | s.......e@lpl.com | |
Adam Schorr | Senior Vice President Technology Strategy | *******3599 | a.......r@lpl.com | |
Matt Applebaum | Compliance Legal Risk | ******8375 | m.......m@bingham.com | |
Hollis Harman | Registered Representative | ******6079 | h.......n@lpl.com | |
Sergey Bubnou | Strategy | ******4744 | s.......u@lpl.com | |
Casimir Karnish | Branch | ******3438 | c.......h@lpl.com | |
Michael Cecere | Osj At Innovative Financial Management | ******5400 | m.......e@innovativefinmgmt.com | |
Derek Morrell | Senior Analyst, Applied Analytics And Business Intelligence | *******6722 | d.......l@ttifloorcare.com | |
Rob Jackman | Financial | ******6845 | r.......n@lpl.com | |
Nick Orfanella | Portfolio Management | ******9622 | n.......a@lpl.com | |
Peter Hanrahan | Financial Advisor | ******1840 | p.......n@lpl.com | |
Byron Edwards | Senior Analyst - Compliance, Legal, And Risk | ******0089 | b.......e@yahoo.com | |
Rose Pagan | Executive Assistant Office | ******0650 | r.......8@yahoo.com | |
Kathy Soumountha | Manager Of New Accounts | ******9659 | k.......a@lpl.com | |
Caroline Vervoort | New Client Onboarding Consultant | ******9333 | c.......5@yahoo.com | |
Mark Buckman | Co-founder | ******5574 | m.......n@lpl.com | |
Felix Estrada | Business | ******3872 | e.......5@gmail.com | |
Amy Kirkwood | Assistant Vice President Marketing | ******9000 | a.......d@transamerica.com | |
Christopher Mccutcheon | Senior Vice President-national Sales | *******9000 | c.......n@lpl.com | |
Laura Provost | Financial Advisor Managing | ******6726 | l.......t@lpl.com | |
Reed Greenagel | C.f.p | *******6777 | r.......l@lpl.com | |
Alexander Norton | Independent Financial Advisor, Stonebrooke Wealth Management | ******0886 | a.......n@lpl.com | |
Burt White | Managing Director, Chief Investment Officer, Investor And Investment Solutions | ******9762 | b.......e@lpl.com | |
Crpc® Irma Hampton | Financial Advisor | ******1272 | i.......n@partnerswealth.net | |
Regena Carney | Executive Assistant | ******5751 | r.......y@lpl.com | |
Tim Carter | Hr | *******7599 | t......._@hotmail.com | |
Joshua Eliano | Digital Marketing Consultant | ******6800 | j.......o@vistage.com | |
Curtis Allen | Financial Advisor | ******5946 | c.......n@lpl.com | |
Stephen Brixey | Senior Trader, Equity Trading | ******1783 | s.......y@lpl.com | |
Guy Angiuoni | Independent Financial Advisor | ******1600 | g.......r@insightbb.com | |
Jerrold Pinsker | Principal | *******4444 | e.......e@yahoo.com | |
Tyler Rusch | Financial Advisor | ******2108 | t.......h@gmail.com | |
Nate Chambers | Associate Analyst | ******1560 | n.......2@yahoo.com | |
Stephen Haynes | Lead Developer, Software | ******0554 | s.......s@lpl.com | |
Dayton Semerjian | Chief Customer Care Officer And Managing Director | ******1221 | d.......n@yahoo.com | |
Frank Peralta | Manager | ******6373 | f.......3@yahoo.com | |
Chelsea Miller | Vice President, Business Transitions | *******3644 | c.......r@lpl.com | |
Andrew Herbert | Project Management | ******6306 | a.......t@hp.com | |
David Donat | Certified Financial Plannerâ Practitioner | *******8155 | e.......n@lpl.com | |
John Considine | Advisory | ******4397 | j.......e@lpl.com | |
Kevin Enriquez | Technical Support | ******0123 | k.......z@lpl.com | |
Ryan Posey | Service | ******5414 | r.......y@lpl.com | |
Shannon Benish | Operations | ******7188 | s.......h@lpl.com | |
Bonnie Upton | Administrative Assistant | *******6575 | b.......n@lpl.com | |
Steven Devlin | Senior Financial Consultant, Retirement | *******1579 | s.......n@metlife.com | |
Stanley Oda | President | ******8911 | s.......a@lpl.com | |
Daniel Foley | Lpl Financial Advisor | ******1670 | d.......y@lpl.com | |
Sarah Tuma | Digital Marketing Program Manager | ******9963 | s.......a@gmail.com | |
Cece Mavico | Senior Vice President, Associate General Counsel | ******0081 | c.......e@gmail.com | |
Brady Green | Technology | ******4802 | b.......n@capitalone.com | |
Brian Corriveau | Lpl Financial Planner Accredited Investor Fiduciary | ******5333 | b.......u@lpl.com | |
Jamie Baker | Data Center | ******6265 | j.......r@lpl.com | |
Greg Lewis | Assistant Vice President | Governance, Risk And Compliance | *******5424 | g.......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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Technology Stack
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.
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
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