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, so Jane Smith would be jane.smith@lpl.com.
What types of financial institutions does LPL Financial serve through its Institutions segment?
LPL Financial's Institutions segment serves national and regional banks, community banks, credit unions, insurance companies, and asset managers, providing each with configurable wealth management solutions, advisor recruiting support, and a unified technology platform that covers everything from custody to an investor portal.
How many financial advisors are affiliated with LPL Financial in 2026?
As of 2026, LPL Financial supports more than 32,000 affiliated financial advisors who collectively serve approximately 8 million client families across the United States. You can use Clay to quickly identify and verify specific LPL-affiliated advisors in a target region when building a prospect list.
Who leads LPL Financial's research division and what does LPL Research focus on?
LPL Research is headed by Kristian Kerr as Head of Macro Strategy, and the team publishes market outlooks, economic analysis, and investment guidance to help LPL Financial's advisors shape client strategies throughout the year.
What did LPL Financial's acquisition of Commonwealth Financial Network add to the firm?
LPL Financial closed its acquisition of Commonwealth Financial Network in August 2025 in a deal valued at approximately $2.7 billion, expanding its affiliated advisor network and bringing Commonwealth's advisors and clients onto the LPL platform, with full integration expected to complete in 2026.
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4.9 rating