Back to All States

LPL Financial | Company Profile, Marketing Contacts, Media Spend, Brands

Linsco/Private Ledger Corp. is one of the largest independent financial advisor services in the U.S. The company offers a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. LPL Financial has corporate offices in Boston, Charlotte and San Diego.

Main Telephone
(858) 450-9606
Primary Address
4707 Executive Drive
San Diego, CA 92121

LPL Financial Marketing Contacts

Contacts (5/18)
Name Title State
Jim M. Executive Vice President & Chief Compliance Officer NC
Sample of Related Brands
Email: *****@*******.***
Main Phone: (704) 733-3300
Direct Phone: *** **** ***   ext: ****
Assistant Name: ** **** ***
Assistant Phone: *** **** ***
Address: 4707 Executive Drive

San Diego, CA

Michelle O. Chief Legal Officer & Managing Director CA
Dan A. President & Chief Executive Officer CA
Christa C. Chief Marketing Officer & Communications CA
Cindy U. Senior Consultant, Digital Asset Management CA

LPL Financial Ad Spend

Media Spend Summary
Media Spend Channel

LPL Financial Related Brands

Brand Media Spend
LPL Financial ******

LPL Financial Agency Roster

Brand Agency Service From To
*** ********* ******** ****, ***. Digital

See Winmo sales intelligence in action

WinmoEdge Articles on LPL Financial

LPL Financial axes CMO, shifts marketing to new division

Company: LPL Financial, the largest independent broker-dealer, with about 13,600 affiliated registered financial reps and financial advisers for approximately 700 financial institutions. LPL provi...