LPL Financial Employee Directory

Financial ServicesCalifornia, United States10001+ Employees

LPL Financial Holdings Inc. operates in the financial services sector and is based in San Diego, California. It positions itself as a leading platform in the advisor-mediated wealth management marketplace, supporting more than 29,000 financial advisors and the wealth management practices of about 1,100 financial institutions. It services and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of roughly 7 million Americans, and provides a range of advisor affiliation models, investment options, fintech tools, and practice management services to give advisors and institutions flexibility in how they run their businesses. 

The company's customers are financial advisors and financial institutions seeking brokerage and advisory services, enabling them to manage and grow wealth management practices. In June 2026, LPL announced the addition of Les Smith, CFP, to its broker-dealer and RIA platform, reflecting ongoing expansion of its advisor network.

Find LPL Financial employees' phone numbers or email addresses

LPL Financial Global Highlights

Location
Employees

North America
27K

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  • United States Of America
    27K
  • Canada
    11
  • Mexico
    2
  • Jamaica
    2
  • Trinidad And Tobago
    1

Asia
95

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  • India
    59
  • Philippines
    11
  • Indonesia
    5
  • Turkey
    4
  • Bangladesh
    3
  • Viet Nam
    3
  • Singapore
    2
  • Pakistan
    2
  • United Arab Emirates
    2
  • China
    1
  • Iraq
    1
  • Lebanon
    1
  • Lao People's Democratic Republic
    1

Europe
91

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  • United Kingdom Of Great Britain And Northern Ireland
    33
  • Romania
    19
  • France
    9
  • Germany
    8
  • Italy
    4
  • Spain
    3
  • Portugal
    2
  • Greece
    2
  • Lithuania
    2
  • Serbia
    2
  • Belarus
    1
  • Georgia
    1
  • Netherlands
    1
  • Denmark
    1
  • Poland
    1
  • Ireland
    1
  • Croatia
    1

Africa
19

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  • Nigeria
    6
  • South Africa
    3
  • Ghana
    2
  • Egypt
    1
  • Benin
    1
  • Kenya
    1
  • Cameroon
    1
  • Tunisia
    1
  • Uganda
    1
  • Algeria
    1
  • Namibia
    1

South America
11

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  • Brazil
    5
  • Bolivia
    2
  • Colombia
    1
  • Chile
    1
  • Argentina
    1
  • Ecuador
    1

Oceania
7

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  • Australia
    4
  • New Zealand
    2
  • Samoa
    1

LPL Financial's Leadership

  • Stylized image of a person
    S. V.
    Chief Technology Officer/Evp
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  • Stylized image of a person
    N. N.
    Chief Culture And Inclusion Officer
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  • Stylized image of a person
    V. H.
    Chief Data & Ai Officer
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  • Stylized image of a person
    J. O.
    Chief Transformation Officer
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  • Stylized image of a person
    T. P.
    Vice President - Operations Business Solutions Owner
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  • Stylized image of a person
    M. A.
    President And Chief Financial Officer
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  • Stylized image of a person
    G. B. B.
    President Bolvin Wealth Management Group, Inc
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    J. M.
    President - Miller Financial Group And Lpl Financial Advisor
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LPL Financial Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Consultant
  • Engineering
  • Operations
  • Other
  • Banking
  • Community & Social Services
  • Program & Project Management

Contact profiles from LPL Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. A. G.
    Wealth Advisor At Lpl Financial / Managing Partner At Buttonwood Financial Partners
    Phone icon
    United StatesArizona
    Jun 06, 2024
  • Stylized image of a person
    G. C.
    Managing Director And Chief Product Officer
    Phone icon
    Jul 22, 2025
  • Stylized image of a person
    G. A.
    Fractional Cfo For Financial Advisors
    Phone icon
    United States
    Mar 25, 2026
  • Stylized image of a person
    B. R.
    Executive Vice President And Chief Information Officer, Platform Modernization
    Phone icon
    United StatesTexas
    Jun 04, 2026
  • Stylized image of a person
    S. V.
    Chief Technology Officer/Evp
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. Z.
    Evp, Chief Investment Officer, Director Of Research
    Phone icon
    United StatesNorth Carolina
    Apr 15, 2026
  • Stylized image of a person
    R. S.
    Avp, Cfo Solutions
    Phone icon
    United StatesNorth Carolina
    Apr 14, 2026
  • Stylized image of a person
    K. E.
    Executive Vice President, Chief Information Officer, Advisor Technology
    Phone icon
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    S. B.
    Vice President, Regional Transition Partner
    Phone icon
    Apr 17, 2026
  • Stylized image of a person
    M. A.
    President And Chief Financial Officer
    Phone icon
    United StatesNew York
    May 12, 2026

Frequently Asked Questions

What is LPL Financial known for?

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LPL Financial was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4707 Executive Drive San Diego, California 92121 United States; you can contact the main corporate office by phone at . Explore LPL Financial's company overview page for more information.

What is LPL Financial's most common email format?

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LPL Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LPL Financial email formats with LeadIQ.

How many employees does LPL Financial have currently?

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LPL Financial has approximately 15K employees as of June 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are LPL Financial's key employees and leadership?

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As of June 2026, LPL Financial's key employees include:

  • Chief Technology Officer/Evp: S. V.
  • Chief Culture And Inclusion Officer: N. N.
  • Chief Data & Ai Officer: V. H.
  • Chief Transformation Officer: J. O.
  • Vice President - Operations Business Solutions Owner: T. P.

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