AI Prospecting for LPL Financial Holdings
Company data:
Company size:
8873 employeesWebsite URL:
https://www.lpl.comIndustry
Financial ServicesHeadquarters:
1055 LPL Way, Fort Mill, South Carolina, United StatesInvestment round:
Publicly Traded (NASDAQ: LPLA)ARR:
$8 billionKey stakeholders
These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates
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. reported a net income of $255 million for the third quarter of 2024, with diluted EPS of $3.39, a 16% increase from the previous year. Total advisory and brokerage assets rose 29% to $1.6 trillion, and organic net new assets were $27 billion, representing 7% annualized growth[1].
LPL Financial announced the acquisition of The Investment Center, Inc., a firm with approximately 240 advisors managing $9 billion in assets, expected to close and convert in the first half of 2025. Additionally, LPL is on track to onboard Prudential's retail wealth management business in Q4 2024[1].
LPL Financial welcomed Frontline Investment Advisors and plans to present at the Goldman Sachs Financial Services Conference. The company also tightened its 2024 Core G&A outlook to $1,510 million to $1,525 million, including costs for the Atria acquisition and Prudential onboarding, and will resume its share repurchase program in Q4 2024 with $100 million planned[1][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.
