LPL Financial
Finance · California, United States · 5K - 10K Employees
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Overview
Headquarters
4707 Executive Dr Fl 11, San Diego, Cali...Phone Number
(800) 558-7567Website
www.lpl.comRevenue
$18.3 BillionStock Symbol
LPLAIndustry
ZI Rank: 25
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
27
19
28
25
27
25
About LPL Financial
LPL Financial Holdings is a leading U.S. wealth management firm supporting financial advisors and institutions with a full range of brokerage, advisory, and practice management services. The company provides flexible business models, investment solutions, and technology tools designed to help advisors efficiently manage client relationships, grow their practices, and deliver comprehensive financial guidance. LPL emphasizes innovation, choice, and support in the financial advisor marketplace.Explore more
LPL Financial Org Chart
KR
Executive Vice President & Chief Accounting O...
MH
Executive Vice President, Banking and Lending
SB
Executive Vice President, Investor Experience
TP
Executive VP, Wealth Planning
BG
Executive VP, Corporate Development & Investo...
MZ
Chief Investment Officer & Director, Research
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LPL Financial is experiencing low activity levels compared to other companies in the Finance sector.
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LPL Financial financials insights
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2010
Stock Offering
$469.7M
LPL Financial Tech Stack
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LPL Financial News & Media
LPL Financial Welcomes Spectrum Wealth Strategies
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.5 billion in advisory, brokerage and retirement plan assets* and joins LPL from MassMutual.LPL Financial Welcomes Fortress Financial Planning
SAN DIEGO, June 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC® and James Darden, JD, reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from MassMutual.LPL Financial (LPLA) Stock Is Up, What You Need To Know
Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) jumped 2.6% in the afternoon session after the Iran peace deal and SpaceX's historic market debut restored the two conditions, macro stability and rate clarity, that corporate deal-making had been waiting on since the first quarter of the year.LPL Financial Welcomes Advisor Les Smith
SAN DIEGO, June 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Les Smith, CFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
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LPL Financial Holdings is a leading U.S. wealth management firm supporting financial advisors and institutions with a full range of brokerage, advisory, and practice management services. The company provides flexible business models, investment solutions, and technology tools designed to help advisors efficiently manage client relationships, grow t... Read More
