LPL Financial Holdings, Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States.
Industry
Financial
Services
- Wealth Management Services
- Financial Planning
- Retirement Planning
- Investment Advisory Services
- Brokerage Services
- Mutual Funds
- Insurance Solutions
- Estate Planning
- Corporate Retirement Plans
- Tax Planning and Management
Established
1989
Corporate Phone Number
(858) 450-9606
Customer Support Phone Number
(800) 558-7567
No of Employees
4658+
Headquartered Address
4707 Executive Drive San Diego,
CA 92121
Senior Management
Dan H. Arnold serves as the President and Chief Executive Officer of LPL Financial. He leads the firm with a focus on driving growth, enhancing services, and maintaining a strong commitment to client success.
Matthew J. Audette is the Chief Financial Officer at LPL Financial. He is responsible for the company’s financial operations, including strategic financial planning and reporting.
Althea Brown holds the role of Chief Legal Officer. She oversees all legal matters for LPL Financial, ensuring compliance and providing legal guidance on corporate initiatives.
Rich Steinmeier is the Chief Growth Officer. He leads the company’s strategies for expansion, focusing on innovation and driving business development.
Email:
N/A
Website:
Contact:
https://www.lpl.com/contact-us.html
Awards
Google Reviews
Leo
Heath Martinson
Yelp Reviews
A S.
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