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LPL Financial

LPL Financial

Founded in 1989, LPL Financial is a retail investment advisory and independent broker-dealer firm based in Boston, Massachusetts. The firm offers an integrated platform of proprietary technology, brokerage, and investment advisory services to financial advisors and financial institutions. LPL provides business consulting, business development and marketing support as well as in-depth practice management programs and training. The firm primarily caters to the financial service sector.

Formerly Known As
LPL Financial Corporation
Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 75 State Street
  • 22nd Floor
  • Boston, MA 02109
  • United States

+1 (617) 000-0000
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LPL Financial Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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LPL Financial Subsidiaries (4)

Company Name Industry Location Founded
The Private Trust Company Thrifts and Mortgage Finance Cleveland, OH 1995
0000000000000 Financial Software Carlsbad, CA 0000
00000 & 0000000 00 Financing Advisory Lakeland, FL 0000
0000000000 000000 Family Office (Multi) Fredericksburg, TX
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LPL Financial Team (48)

Name Title Deals Office Contact
Dan Arnold JD Chief Executive Officer & Board Member 0 San Diego, CA
Andy Kalbaugh Managing Director & Divisional President, National Sales and Consulting Boston, MA
Matthew Audette Chief Financial Officer & Chief Accounting Officer Boston, MA
Scott Seese Chief Information Officer & Managing Director Boston, MA
Burt White Managing Director, Investor and Investment Solutions, and Chief Investment Officer Boston, MA

26 Former Team Members

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LPL Financial Board Members (10)

Name Representing Role Since Contact
Anne Mulcahy Self Board Member 000 0000
Corey Thomas Self Board Member 000 0000
Dan Arnold JD LPL Financial Chief Executive Officer & Board Member 000 0000
James Putnam LPL Financial Chairman & Board Member 000 0000
James Riepe LPL Financial Board Member 000 0000

5 Former Board Members

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