LPLALPL Financial

About LPL Financial
LPL Financial (NASDAQ:LPLA) serves as a professional services firm focusing on financial advisors and institutions. It operates by providing tools, technology, and support services that enable advisors to establish, grow, and manage their practices dedicated to offering personalized investment and wealth management solutions. With an array of projects aimed at enhancing the efficiency and reach of its financial advisory services, LPL Financial is committed to investing in technology and resources that empower financial advisors. Its primary objective is to be the premier partner for advisors seeking autonomy in delivering financial advice, striving to improve the financial well-being of its clients through a direct, supportive approach.
What is LPLA known for?
Snapshot
Public US
Ownership
1989
Year founded
11826
Employees
San Diego, United States
Head office
1 of 3
US Rank
Unknown
Sector
N/A
Sector rank
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Operations
All Locations
San Diego, US
Produtos e/ou serviços de LPL Financial
- Brokerage and advisory services offering platforms for financial advice and wealth management.
- Integrated technology solutions providing advisors with digital tools for managing client portfolios and operations.
- Investment research and asset management services delivering comprehensive market analyses and portfolio strategies.
- Custodial services for RIA firms, ensuring safekeeping of client assets and operational support.
- Insurance solutions through an extensive network of carriers for diversified risk management.
- Corporate advisory and retirement planning services catering to businesses for financial structuring and employee benefit programs.
equipe executiva do LPL Financial
- Mr. Richard SteinmeierCEO & Director
- Mr. Matthew Jon Audette B.S.President & CFO
- Mr. Greg GatesMD and Chief Technology & Information Officer
- Mr. Matthew K. EnyediMD & Chief Client Officer
- Ms. Judith Kohoskie RickettsExecutive Vice President of Operations
- Mr. Marc Andrew Zabicki C.F.A.Chief Investment Officer
- Ms. Katharine ReepingSenior VP, Controller & Chief Accounting Officer
- Mr. Matthew MorningstarGroup MD & Chief Legal Officer
- Ms. Sara DadyarMD & Chief Human Resources Officer
- Robert KrivitSenior VP & Head of Trading