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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 Contacts

Contacts (5/22)
Name Title State
Burt W. Managing Director & Chief Investment Officer CA
Sample of Related Brands
Email: *****@*******.***
Main Phone: (858) 450-9606
Direct Phone: *** **** ***   ext: ****
Assistant Name: ** **** ***
Assistant Phone: *** **** ***
Address: 4707 Executive Drive

San Diego, CA

Heather C. Executive Vice President, Corporate NC
Michelle O. Chief Legal Officer & Managing Director CA
Sallie L. Chief Human Capital Officer & Managing Director CA
Dan A. President & Chief Executive Officer CA

Media Spend

Media Spend Summary
Media Spend Channel

Related Brands

Brand Media Spend
LPL Financial ****

Agency Roster

Brand Agency Service From To
*** ********* *********-**** ***********, ***. AOR - creative 2013 present

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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...