Verified
LPL Financial
Brokerage
Founded: Not Available
Headquarters: 4707 Executive Dr, San Diego, California, 92121, United States
Overview
Location
California, United States
Headquarter
4707 Executive Dr, San Diego, California, 92121, United States
Contact Number
(800) 877-7210
No of Employees
8,100 Employees
Industry
Brokerage
Contact Email
Company Type
Public Company
Website
Founded
Not Available
CEO
Rich Steinmeier
Codes
SIC Code 62,623 | NAICS Code 52,523
Annual Revenue
$12.1 Billion
Total Funding
$469.7M
Recent Funding Amount
$469.7M
No of Funding Rounds
1
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****[email protected] | |
| Joseph Borriello | Assistant Vice President & Chief Financial Of | j****[email protected] | |
| Greg Gates | Managing Director and Chief Technology and In | g****[email protected] | |
| Sid Vyas | Chief Technology Officer & Executive VP | s****[email protected] | |
| Matthew Audette | President & Chief Financial Officer | m****[email protected] | |
| Billy Runyan | Executive VP & Chief Information Officer, Pla | b****[email protected] | |
| Todd Simons | Office of The Vice President, Business Manage | t****[email protected] | |
| Matthew Enyedi | Managing Director, Client Success | m****[email protected] | |
| Althea Brown | Chief Legal Officer & Managing Director | a****[email protected] | |
| Ellen Anthony | Chief of Staff To Chief Information Officer, | e****[email protected] | |
| David Korff | President, Investments | d****[email protected] | |
| Rachel Mazzotta | Assistant VP & Chief Financial Officer, Solut | r****[email protected] | |
| Chris Askeland | Assistant VP CFO Solutions & Chief Financial | c****[email protected] | |
| Marc Zabicki | Chief Investment Officer and Director, Resear | m****[email protected] | |
| Joe Lanser | Executive VP Head of Financial Planning & Ana | j****[email protected] | |
| Brett Goodman | Executive VP, Corporate Development & Investo | b****[email protected] | |
| Brent Simonich | Executive Vice President and Chief Risk Offic | b****[email protected] | |
| Mandy Smith | Controller | m****[email protected] | |
| Audrey Bahneman | Vice President, Chief of Staff To CTIO | a****[email protected] | |
| Rich Steinmeier | Chief Executive Officer | r****[email protected] | |
| Jackson Petry | Service Department Chief of Staff | j****[email protected] | |
| Arthur Osman | Executive VP, Institution Services Business C | a****[email protected] | |
| Billy Runyan | Executive VP & Chief Information Officer, Pla | b****[email protected] | |
| Sid Vyas | Chief Technology Officer & Executive VP | s****[email protected] |
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 | [email protected] | |
Carl Haldy | Financial Consultant | *******1179 | [email protected] | |
David Gilliam | Lpl Investment Advisor Representative | *******4889 | [email protected] | |
Mike Hannah | Executive Vice President | *******3408 | [email protected] | |
Jim Defalco | Vice President Business Consulting | ******9333 | [email protected] | |
Tj Murray | Technology Strategy | ******3644 | [email protected] | |
John Peterson | Certified Financial Plannerâ | *******0067 | [email protected] | |
Daniel Huck | Complex Products Supervision Analyst At Lpl Financial | *******6154 | [email protected] | |
Michael Jowdy | Owner | ******1103 | [email protected] | |
Christina Richardson | Compliance | ******1631 | [email protected] | |
Paulita Reed | Operations | ******0274 | [email protected] | |
Grant Priddy | Wealth Consultant | ******6749 | [email protected] | |
Linda Isbell | Administrator Assistant | ******4959 | [email protected] | |
Charles Salfity | Financial Planner | ******4032 | [email protected] | |
Hannibal Adams | Licensed Financial Services Consultant | ******2400 | [email protected] | |
John Simas | Senior Analyst | *******8788 | [email protected] | |
David La Pointe | Registered Principal | ******9333 | [email protected] | |
Bob Rose | Svp, Business Continuity, Innovation To Execution , Business | ******8987 | [email protected] | |
Adrianne Nelson-caviglia | Service Professional | ******3148 | [email protected] | |
Jaime Huffman | Financial Advisor At Lpl | *******5386 | [email protected] | |
Genaro Gálvez | People Ops Manager, Coach, And Mentor | ******1480 | [email protected] | |
Bradley Heideman | Registered Sales | ******5939 | [email protected] | |
Mark Sanchez | Product Risk Management | ******2602 | [email protected] | |
Joseph Hobbs | Financial Advisor | ******7060 | [email protected] | |
Douglas Boring | Douglas Boring , Cfpâ Wealth Advisor | ******5300 | [email protected] | |
Kirby Horan-adams | Research | ******6373 | [email protected] | |
Starr Ivey | Hr | ******3300 | [email protected] | |
Gyneth Gonzalez | Event Conference Planner Corporate Communications | ******9775 | [email protected] | |
Penny Schneider | Senior Search Optimization Consultant | ******8150 | [email protected] | |
Chris Rondinelli | Partner Financial Advisor | ******9363 | [email protected] | |
Robert Eldred | Certified Financial Planner ™ | ******5881 | [email protected] | |
Stephen Moore | Vice President, Associate Counsel | *******5161 | [email protected] | |
Anthony Chance | Trade Support Analyst At Lpl | ******1681 | [email protected] | |
Arpita Mukerjee | – Strategic Sourcing Vendor Management | ******6614 | [email protected] | |
Gloria Saccoia | Executive Administrative | ******1663 | [email protected] | |
Daniel Castle | Advanced Markets Consulting | *******4976 | [email protected] | |
James Mertens | Managing Partner | ******3783 | [email protected] | |
Brian Sweeney | Wealth Management Portfolio Business | ******0744 | [email protected] | |
Paul Stockham | Wealth Advisor | ******1303 | [email protected] | |
Michael Sherlock | Transition Partner | *******1058 | [email protected] | |
William Hinch | Assistant Vice President, Grc At Lpl Financial | ******1674 | [email protected] | |
Rich Newsom | Advisory Compliance | ******3297 | [email protected] | |
Latesha Farrington | Associate Service Consultant | ******1145 | [email protected] | |
Luigi Petrone | Compliance Branch Examiner | ******9006 | [email protected] | |
John Henderson | Transition Support Partner | ******8015 | [email protected] | |
David Batman | Financial Advisor | ******2508 | [email protected] | |
Edward Dominguez | Vice President, Business Consulting | ******5486 | [email protected] | |
Shauna Keane | Learning Development | ******9951 | [email protected] | |
Adam Schorr | Senior Vice President Technology Strategy | *******3599 | [email protected] | |
Matt Applebaum | Compliance Legal Risk | ******8375 | [email protected] | |
Hollis Harman | Registered Representative | ******6079 | [email protected] | |
Sergey Bubnou | Strategy | ******4744 | [email protected] | |
Casimir Karnish | Branch | ******3438 | [email protected] | |
Michael Cecere | Osj At Innovative Financial Management | ******5400 | [email protected] | |
Derek Morrell | Senior Analyst, Applied Analytics And Business Intelligence | *******6722 | [email protected] | |
Rob Jackman | Financial | ******6845 | [email protected] | |
Nick Orfanella | Portfolio Management | ******9622 | [email protected] | |
Peter Hanrahan | Financial Advisor | ******1840 | [email protected] | |
Byron Edwards | Senior Analyst - Compliance, Legal, And Risk | ******0089 | [email protected] | |
Rose Pagan | Executive Assistant Office | ******0650 | [email protected] | |
Kathy Soumountha | Manager Of New Accounts | ******9659 | [email protected] | |
Caroline Vervoort | New Client Onboarding Consultant | ******9333 | [email protected] | |
Mark Buckman | Co-founder | ******5574 | [email protected] | |
Felix Estrada | Business | ******3872 | [email protected] | |
Amy Kirkwood | Assistant Vice President Marketing | ******9000 | [email protected] | |
Christopher Mccutcheon | Senior Vice President-national Sales | *******9000 | [email protected] | |
Laura Provost | Financial Advisor Managing | ******6726 | [email protected] | |
Reed Greenagel | C.f.p | *******6777 | [email protected] | |
Alexander Norton | Independent Financial Advisor, Stonebrooke Wealth Management | ******0886 | [email protected] | |
Burt White | Managing Director, Chief Investment Officer, Investor And Investment Solutions | ******9762 | [email protected] | |
Crpc® Irma Hampton | Financial Advisor | ******1272 | [email protected] | |
Regena Carney | Executive Assistant | ******5751 | [email protected] | |
Tim Carter | Hr | *******7599 | [email protected] | |
Joshua Eliano | Digital Marketing Consultant | ******6800 | [email protected] | |
Curtis Allen | Financial Advisor | ******5946 | [email protected] | |
Stephen Brixey | Senior Trader, Equity Trading | ******1783 | [email protected] | |
Guy Angiuoni | Independent Financial Advisor | ******1600 | [email protected] | |
Jerrold Pinsker | Principal | *******4444 | [email protected] | |
Tyler Rusch | Financial Advisor | ******2108 | [email protected] | |
Nate Chambers | Associate Analyst | ******1560 | [email protected] | |
Stephen Haynes | Lead Developer, Software | ******0554 | [email protected] | |
Dayton Semerjian | Chief Customer Care Officer And Managing Director | ******1221 | [email protected] | |
Frank Peralta | Manager | ******6373 | [email protected] | |
Chelsea Miller | Vice President, Business Transitions | *******3644 | [email protected] | |
Andrew Herbert | Project Management | ******6306 | [email protected] | |
David Donat | Certified Financial Plannerâ Practitioner | *******8155 | [email protected] | |
John Considine | Advisory | ******4397 | [email protected] | |
Kevin Enriquez | Technical Support | ******0123 | [email protected] | |
Ryan Posey | Service | ******5414 | [email protected] | |
Shannon Benish | Operations | ******7188 | [email protected] | |
Bonnie Upton | Administrative Assistant | *******6575 | [email protected] | |
Steven Devlin | Senior Financial Consultant, Retirement | *******1579 | [email protected] | |
Stanley Oda | President | ******8911 | [email protected] | |
Daniel Foley | Lpl Financial Advisor | ******1670 | [email protected] | |
Sarah Tuma | Digital Marketing Program Manager | ******9963 | [email protected] | |
Cece Mavico | Senior Vice President, Associate General Counsel | ******0081 | [email protected] | |
Brady Green | Technology | ******4802 | [email protected] | |
Brian Corriveau | Lpl Financial Planner Accredited Investor Fiduciary | ******5333 | [email protected] | |
Jamie Baker | Data Center | ******6265 | [email protected] | |
Greg Lewis | Assistant Vice President | Governance, Risk And Compliance | *******5424 | [email protected] |
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., [email protected]), utilized by 77.40% of all professional email addresses at the organization.
| Email Format | Example | Percentage |
|---|---|---|
| first.last | [email protected] | 77.40% |
| first.last | [email protected] | 10.90% |
| first initials + last | [email protected] | 5.46% |
| first initials + middle initials + last | [email protected] | 3.48% |
| first + last | [email protected] | 2.93% |
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Frequently Asked Questions
What is the address of LPL Financial's headquarters?
LPL Financial is headquartered at 4707 Executive Dr, San Diego, California, 92121, United States.
How can I contact LPL Financial by phone?
You can reach LPL Financial by calling their customer support number at (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 $12.1 Billion.
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 8,100 employees.
Which industry is LPL Financial part of?
LPL Financial operates in the Brokerage, Finance industry.
Which technologies are used by LPL Financial?
LPL Financial utilizes technologies like Angular 7, Microsoft IIS, Angular 4, Angular 2.
Who is the Chief Executive Officer (CEO) of LPL Financial?
The CEO of LPL Financial is Rich Steinmeier.
How can I get in touch with LPL Financial?
To contact LPL Financial, call (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).
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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