CTOs on the Move

LPL Financial

www.lpl.com

 
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation`s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn ...
  • Number of Employees: 5K-10K
  • Annual Revenue: > $1 Billion
  • www.lpl.com
  • 4707 Executive Drive
    San Diego, CA USA 92121
  • Phone: 800.877.7210

Executives

Name Title Contact Details
Kristie Edling-Day
Executive Vice President, Chief Information Officer, Advisor Technology Profile
Tammy Krauthamer
VP Technology, IT Asset Profile
Adam Turnquist
Chief Technical Strategist Profile
Sepehr CPA
VP-Information Security Officer Profile
Evan Balansky
AVP, Compliance, Legal and Risk - Marketing Solutions Profile

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