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LPL Financial Holdings Inc.

Security & Commodity Brokers, Dealers, Exchanges & Services · San Diego, CA, United States

  1. PrincipalsAneri JambusariaGroup Managing DirectorEmily FieldGroup Managing DirectorGreg GatesGroup Managing Directorand 14 more
  2. CompanyLPL Financial Holdings Inc.San Diego, CA, United States
  3. Phone line+1 (800) 877-7210General business
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LPL Financial Holdings Inc. is an SEC-registered Nasdaq-listed company (ticker LPLA) classified under SIC 6200: Security & Commodity Brokers, Dealers, Exchanges & Services.

People 17

Chief executive

Aneri JambusariaGroup Managing Director
Emily FieldGroup Managing Director
Greg GatesGroup Managing Director
Marc Eliot CohenGroup Managing Director

Chair & board

Allison MnookinDirector (Board)
Corey E. ThomasDirector (Board)
Edward C BernardDirector (Board)
James S PutnamDirector (Board)
Everyone else on file (1)
Katharine ReepingPrincipal Accounting Officer

Source timeline

  1. Record created from SEC EDGAR company submissions

    SEC EDGAR company submissions ↗
  2. Aneri Jambusaria — Group Managing Director

    SEC Insider Transactions Data Sets (Forms 3/4/5) ↗
  3. Emily Field — Group Managing Director

    SEC Insider Transactions Data Sets (Forms 3/4/5) ↗
  4. Greg Gates — Group Managing Director

    SEC Insider Transactions Data Sets (Forms 3/4/5) ↗
  5. Marc Eliot Cohen — Group Managing Director

    SEC Insider Transactions Data Sets (Forms 3/4/5) ↗