LPL Financial

Email address and contacts

Quick try with Winnie Sun from lpl.com
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LPL Financial company description

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

  • Employee count

    5,001-10,000

  • Industry

    Financial Services
  • Headquarter address

    4707 Executive Drive, San Diego, CA 92121-1968, US

  • Country

    United States

  • Founded

    1989

  • Company website

    https://lpl.com

Key Employees

  • Winnie Sun
    Registered Representative
  • Rich Steinmeier
    Chief Executive Officer
  • Dale Camillo
    Financial Advisor

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New team members of LPL Financial

Shivam Sharma
Kifs housing pvt LTD
Julia Tejeda
Client Specialist
Robert Hermansen
Financial Advisor
Matthew Sugg
Financial Advisor
Trenisha Moore
Service Specialist
Albert Aguilera
Portfolio Manager
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