LPL Financial News and Activities

Presence

LPL Financial provides wealth management, brokerage, and investment advisory services. Its main products include financial planning, trading, retirement solutions, and related support for financial advisors, institutions, and individual investors.

LPL Financial products and services overview:

Wealth management
Brokerage services
Investment advisory
Retirement solutions
Financial planning
Trading services

Revenue: ~$12 billion

Employees: 9,000

Headquarters: San Diego, United States (USA)

LPL Financial is one of the...

LPL Financial is a company listed under the stock ticker LPLA (US).

LPL Financial has 3 subsidiaries including Allen & Company, Atria Wealth Solutions and LPL Research.

They are in:

Acquisition, funding and merger involving LPL Financial.

Atria Wealth Solutions and LPL Financial have merged (posted on October 2 2024)..

Executives

View the org chart displaying its 104 main executives

Most searched biographies at LPL Financial

Popular executive movements at LPL Financial

Abhishek Sharma, who was Senior Vice President, Head of Trading Technology, is promoted to Executive Vice President, Wealth Management Technology (posted on March 6 2026).
Kirby Horan-Adams, who was Executive Vice President, Business Design and Solutioning, is promoted to Managing Director, Business Design and Solutioning (posted on March 6 2026).
Casey Furr, who was Senior Vice President, Business Transitions, is promoted to Executive Vice President, Head of Business Transitions (posted on March 6 2026).

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