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LPL Financial is one of the largest independent broker-dealers and registered investment advisors (RIAs) in the United States. The company provides a platform of brokerage and investment advisory services to a network of independent financial advisors, enabling them to offer personalized financial advice and services to their clients. LPL Financial supports advisors with technology, research, clearing and compliance services, and practice management programs, without promoting proprietary investment products. Their model focuses on empowering advisors to build their own businesses and serve their clients' best interests.
Serves as a key corporate hub, housing executive leadership, technology development, operations, and strategic planning functions for LPL Financial's national network.
Modern office campus designed with sustainability in mind (LEED certified buildings), featuring collaborative workspaces, employee amenities, and advanced technology infrastructure.
Emphasizes collaboration, innovation, and a client-centric approach. The culture supports independent thinking and provides resources for employee growth and development. Focus on empowering financial advisors.
The San Diego headquarters is strategically located in a major business and technology hub, facilitating talent acquisition and supporting the company's growth on the West Coast and nationwide.
LPL Financial's operations are primarily focused on the United States. The company serves independent financial advisors and institutions across all 50 states. While it does not have significant physical office locations internationally for brokerage or advisory services, its technology and support infrastructure enables U.S.-based advisors to work with clients who may have international connections or assets, within U.S. regulatory frameworks.
4707 Executive Dr
San Diego
CA
USA
Address: 1055 LPL Way, Fort Mill, SC 29715, USA
Serves as a primary East Coast hub, providing comprehensive support services to financial advisors across the eastern United States and complementing the San Diego operations.
Address: 420 W 2nd St, Austin, TX 78701, USA
Supports LPL's technology development and client service initiatives, contributing to the firm's digital transformation and operational efficiency.
Address: 9780 S. Meridian Blvd., Suite 400, Englewood, CO 80112 (Note: This is a Private Trust Company office, LPL has historical ties to Boston but main large offices are SD, FM, Austin)
Maintains a presence in a key financial center, supporting specific business lines like trust services and tapping into the region's financial expertise.
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As of April 2025, LPL Financial' leadership includes:
LPL Financial has been backed by several prominent investors over the years, including:
LPL Financial has experienced key leadership appointments and transitions aimed at strengthening its strategic growth and operational capabilities. Notably, Aneri Jambusaria was appointed CFO.
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LPL Financial primarily utilizes a standard corporate email format which is typically a combination of the employee's first and last name. The most common format is [first].[last]@lpl.com.
first.last@lpl.com
Format
jane.doe@lpl.com
Example
92%
Success rate
LPL Financial Press Releases • May 2, 2024
LPL Financial Holdings Inc. (Nasdaq: LPLA) announced its financial results for the first quarter ended March 31, 2024. The company reported strong net new assets, revenue growth, and advisor recruitment, highlighting continued momentum....more
InvestmentNews • April 15, 2024
LPL Financial successfully recruited a significant advisory team from Lincoln Financial Advisors. The team, known as Professional Financial Solutions, manages approximately $360 million in client assets and cited LPL's technology and independence as key reasons for the move....more
LPL Financial Press Releases • February 1, 2024
LPL Financial reported its financial results for the fourth quarter and full year ended December 31, 2023, showcasing robust organic growth, including record recruited assets and advisor count....more
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