LPL
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
$17.8 BillionStock Symbol
LPLAIndustry
ZI Rank: 26
Signal Type
Jan
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ZI Rank
19
28
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26
About LPL
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
LPL
$17.8B
5K - 10K
Public
$469.7M
1989
Ashley WorleyAssistant Vice President & Chief Financial Officer, Solutions
Company Profile Activity
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LPL financials insights
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2010
Stock Offering
$469.7M
LPL Tech Stack
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LPL News & Media
LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction
Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network
SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network, to support his existing independent practice, Cypress Point Wealth Partners. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.LPL Financial Welcomes Advisor David Logsdon
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo.
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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
