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AI Prospecting for LPL Financial Holdings

LPL Financial Holdings provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial institutions in the United States.

Company data:

Company size:

8873 employees

Website URL:

https://www.lpl.com

Industry

Financial Services

Headquarters:

Fort Mill, South Carolina, USA

Investment round:

NASDAQ: LPLA

ARR:

$3 billion

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Matthew J. Audette

President & Chief Financial Officer

Mark Bordelove

Chief Executive Officer, Bordelove Foster Wealth Management

Maggie Medina

Chief Executive Officer & President, MCM Wealth Advisors, Inc.

Latest news about LPL Financial Holdings

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

LPL Financial Holdings Inc. completed a $1.73 billion registered common stock offering and a $1.5 billion senior notes offering on April 2-3, 2025, to partially finance its acquisition of Commonwealth Financial Network[3].

LPL Financial Holdings Inc. announced the first quarter 2025 earnings release date and conference call, scheduled for April 25, 2025. The company will discuss its Q1 performance and provide updates on its strategic initiatives and financial results[1][3].

LPL Financial welcomed Tenacity Investment Group, led by financial advisor Steve Jones, on April 15, 2025, marking the latest addition to its network of financial advisors and institutions[2].

Open job positions at LPL Financial Holdings

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Senior Engineer, Software Develope

Sr Analyst, Finance Systems

Sr. Big Data Engineer

AI sales outreach emails you can send to LPL Financial Holdings

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