LPL Financial
Finance · California, United States · 10K+ Employees
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Overview
Headquarters
4707 Executive Dr Fl 11, San Diego, Cali...Phone Number
(800) 558-7567Website
www.lpl.comRevenue
$19.2 BillionStock Symbol
LPLAIndustry
ZI Rank: 24
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
25
27
25
26
27
24
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
MH
Executive Vice President, Banking and Lending
SB
Executive Vice President, Investor Experience
TP
Executive VP, Wealth Planning
KR
Executive Vice President & Chief Accounting O...
CF
Accountant, Chief Compliance Officer
MZ
Chief Investment Officer & Director, Research
MS
Controller
LM
Controller
WW
Vice President, Controller
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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
Advisor Authority selected by LPL Financial as Newest Member of Vendor Affinity Program, Expanding Access to Elite Client-Growth Training for Its Advisor Network
The Financial Director Operating System™ is now available to LPL advisors directly through the back office — a client acquisition framework developed by a 30-year industry veteran and now accessible to the largest independent broker-dealer network in North America. DALLAS, Aug. 27, 2026...LPL Financial Welcomes Preferred Financial Group
SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.LPL Financial Welcomes Conte Wealth Advisors, LLC
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research.LPL Financial Welcomes McCutchen Wesson Wealth Advisors
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 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
