LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
External link for LPL Financial
4707 Executive Drive
San Diego, CA 92121-1968, US
1055 LPL Way
Fort Mill, South Carolina 29715, US
75 State St
22nd Floor
Boston, Massachusetts 02109, US
13620 N FM 620
Building C, Suite 200
Austin, Texas 78717, US
Recent research by Nobel Prize-winning economists suggests that money can indeed buy happiness when it provides security, choice, and freedom from worry. For advisors helping clients plan their financial journeys and professionals considering their own career paths, understanding the true relationship between wealth and well-being matters. #HappinessDay
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Financial planning is about more than numbers –it's about understanding, listening, and guiding clients toward their goals. As our #WomensHistoryMonth celebration continues, we're spotlighting LPL advisors who bring unique perspectives to wealth management. These women are not only building thriving practices but are reshaping how financial guidance is delivered across America. Swipe to hear directly from the advisors who are making their mark on the wealth management landscape. ➡️
Congratulations to Tom Gannon on his appointment to The Congressional Award Foundation Board! Tom's expertise will be instrumental in empowering the next generation of American youth through this important program. We're proud to see our leaders engaging with the only charity of the United States Congress and contributing to its mission of fostering service, personal development, and leadership among young Americans.
We are delighted to announce two new additions to the 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 𝐁𝐨𝐚𝐫𝐝 of The Congressional Award, each bringing a wealth of business and policy expertise that will help us empower the next generation. As the only charity of the United States Congress, we rely on the dedication of the corporate partners on our Foundation Board to drive strategic partnerships, amplify our programs, and ensure that America’s youth have every opportunity to succeed: • Tom Gannon, EVP & Chief Advocacy Officer at LPL Financial – A seasoned advocate who collaborates with policymakers at all levels, leveraging his public policy expertise and strategic leadership to advance personalized financial solutions. • Bill Anaya, Vice President of Global Government Affairs at Coupang – A recognized leader in international government relations with deep experience in technology, innovation, and public policy, adept at fostering strategic partnerships and shaping high-impact initiatives. We welcome these accomplished professionals to The Congressional Award Board and look forward to their support in advancing our mission of service, personal development, and leadership for young Americans. #Congress #Leadership #YouthDevelopment #Nonprofit #Service #NonprofitLeadership #FoundationBoard #FutureLeaders
LPL Financial reposted this
There was something special happening across our campuses yesterday – our Kudos Café buzzed with conversation, laughter, coffee, games, and plenty of morning treats. While #EmployeeAppreciationDay was officially last Friday, we celebrated this week in true LPL style. What I appreciate most about our team is how you show up...your creativity...your passion and even the joy you create for our clients and each other. My cup truly runneth over with gratitude when I see the connection and commitment that sets LPL apart. So to every member of our LPL Financial community: THANK YOU for all you do! This celebration was just a small token of our appreciation for the remarkable difference you make every day.
LPL Financial reposted this
What should investors do amid all the market volatility? #LPLResearch’s Chief Investment Officer, Marc Zabicki, CFA, offers grounding perspectives: https://bit.ly/4hvQgIq
When advisors succeed, we succeed. It's that simple. In a candid conversation, Rich Steinmeier cuts through industry noise with a simple truth: advisors are our clients—not our accounts. Rich explores how our advisor-first philosophy has transformed us from a traditional IBD into a comprehensive wealth management platform with multiple affiliation models all designed to meet advisors wherever they are in their journey. Listen to the episode with Louis Diamond now: https://bit.ly/4imvfBd
We're pleased to announce the promotion of Katy Reeping to executive vice president and Chief Accounting Officer. Since joining us in 2022, Katy has demonstrated exceptional strategic agility while expanding her contributions across our Finance functions. In her expanded role, Katy will continue to oversee accounting, financial reporting, accounting policy, corporate tax, finance systems, risk and controls, procurement, and advisor loan servicing. Join us in congratulating Katy on this well-deserved recognition!
The magic behind LPL? Our people. ✨ On this #EmployeeAppreciationDay, we're celebrating the individuals who bring their unique perspectives, relentless dedication, and collaborative spirit to work every day. Your passion for supporting advisors and their clients creates ripple effects that transform communities across America. Today we say thank you for making LPL extraordinary – and for creating joy in everything you do.
We’re thrilled to announce that LPL Meeting Manager won the 2025 BISA Technology Innovation Award! 🏆 We’re proud of how our proprietary solution supports advisor productivity, improves oversight for program managers, and benefits the client experience. Meeting Manager’s automation of tasks, streamlined data tracking and visibility into client interactions is changing the game on how institutions engage with clients.
This #WomensHistoryMonth, we celebrate the women who continue to transform wealth management through leadership, innovation, and community impact. From pioneering advisors to visionary executives, women are reshaping our industry while creating pathways for future generations. Their unique perspectives drive economic growth and expand financial literacy in communities across America. Throughout March, we'll spotlight women leaders making a difference. Join us in recognizing their contributions and the bright future they're helping build.
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