LPL FINANCIAL

lpl-financial-logo

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors;... financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firmโ€™s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

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LPL FINANCIAL

Industry:
Finance Financial Services

Founded:
1968-01-01

Address:
Boston, Massachusetts, United States

Country:
United States

Website Url:
http://www.lpl.com

Total Employee:
1001+

Status:
Active

Contact:
617-423-3644

Technology used in webpage:
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Current Advisors List

anne-mulcahy_image

Anne Mulcahy Member of the Board of Directors @ LPL Financial
Board_member
2013-01-01

richard-schifter_image

Richard Schifter Board of Director @ LPL Financial
Board_member

not_available_image

James Putnam Board of Director @ LPL Financial
Board_member

not_available_image

Marco Hellman Board of Director @ LPL Financial
Board_member

paulett-eberhart_image

Paulett Eberhart Board of Director @ LPL Financial
Board_member

mark-casady_image

Mark Casady Board of Director @ LPL Financial
Board_member

viet-dinh_image

Viet Dinh Board of Director @ LPL Financial
Board_member

not_available_image

James Riepe Board of Director @ LPL Financial
Board_member

Current Employees Featured

matthew-audette_image

Matthew Audette
Matthew Audette Chief Financial Officer @ LPL Financial
Chief Financial Officer

jasin-s-carlen_image

Jasin S. Carlen
Jasin S. Carlen Partner and Wealth Advisor @ LPL Financial
Partner and Wealth Advisor
2010-02-01

winnie-sun_image

Winnie Sun
Winnie Sun Registered Representative @ LPL Financial
Registered Representative
2011-03-01

leslie-dunham_image

Leslie Dunham
Leslie Dunham Head of ESG @ LPL Financial
Head of ESG
2018-10-01

paul-mineck_image

Paul Mineck
Paul Mineck Senior Vice-President, Relationship Management @ LPL Financial
Senior Vice-President, Relationship Management
2021-12-01

sheri-smith_image

Sheri Smith
Sheri Smith Vice President Marketing @ LPL Financial
Vice President Marketing
2019-01-01

mark-peskin_image

Mark Peskin
Mark Peskin SVP Technology | Enterprise Architecture @ LPL Financial
SVP Technology | Enterprise Architecture
2021-11-01

bryson-pouw_image

Bryson Pouw
Bryson Pouw Senior Vice President - Technology @ LPL Financial
Senior Vice President - Technology
2020-10-01

gina-bolvin_image

Gina Bolvin
Gina Bolvin President Bolvin Wealth Management Group, Inc @ LPL Financial
President Bolvin Wealth Management Group, Inc
1997-01-01

chris-terhune_image

Chris Terhune
Chris Terhune SVP of Technology Business Management Business Technology Services @ LPL Financial
SVP of Technology Business Management Business Technology Services

Founder


not_available_image

Bob Ritzman

Stock Details


Company's stock symbol is NASDAQ:LPLA

Acquisitions List

Date Company Article Price
2020-10-27 BlazePortfolio BlazePortfolio acquired by LPL Financial 12 M USD
2020-04-28 Lucia Securities Lucia Securities acquired by LPL Financial N/A
2018-12-03 AdvisoryWorld AdvisoryWorld acquired by LPL Financial 28 M USD
2017-08-15 National Planning Holdings National Planning Holdings acquired by LPL Financial 325 M USD
2012-01-03 Fortigent, LLC Fortigent, LLC acquired by LPL Financial N/A

Key Employee Changes

Date New article
2022-04-26 Merrillโ€™s digital chief joins LPL as chief product officer

Official Site Inspections

http://www.lpl.com Semrush global rank: 141.14 K Semrush visits lastest month: 622.99 K

  • Host name: 104.18.27.61
  • IP address: 104.18.27.61
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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