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LPL Financial Email Format
Financial Services
・
5,001-10,000 employees
・
San Diego, CA, USA
LPL Financial is a leading U.S. wealth management firm that supports over 29,000 financial advisors and 1,100 institutions with brokerage, advisory, and fintech services.
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first.last@lpl.com
Company Overview
Industry
Financial Services
Founded
1989
Headquarters
San Diego, CA, USA
Revenue
$5B-$10B
FUNDING Stage
Public
Website
Key Executives
Rich Steinmeier (Chief Executive Officer), Matt Audette (President and Chief Financial Officer), Greg Gates (Chief Technology & Information Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of LPL Financial?
LPL Financial uses the first.last format on lpl.com, so Jane Smith would be jane.smith@lpl.com.
How many financial advisors does LPL Financial currently support?
LPL Financial supports more than 32,000 financial advisors and holds approximately 2.3 trillion dollars in total client assets, including 1.4 trillion dollars in advisory assets.
What affiliation models does LPL Financial offer to independent advisors?
LPL Financial offers several affiliation models, including independent broker-dealer, registered investment advisor (RIA), hybrid RIA, and the Independent Advisor Network, giving advisors flexibility in how they structure and run their practices.
Does LPL Financial provide trust services through a dedicated affiliate?
Yes, LPL Financial provides trust services through The Private Trust Company, an LPL affiliate that offers trustee, co-trustee, estate representative, and foundation trustee services to clients of LPL advisors.
Who leads LPL Financial as its chief executive, and who else sits on the senior leadership team?
Rich Steinmeier serves as CEO of LPL Financial. Matt Audette is President and Chief Financial Officer, and Greg Gates serves as Chief Technology and Information Officer. You can use Clay to find and verify direct contact details for the LPL Financial leadership team.
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4.9 rating