From Teamwork to

This Is Our History at LPL Financial

LPL Financial has been providing innovative and reliable services since 1989. Over the last three decades, LPL has grown to become a leader in its field, and continues to strive for excellence. 

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LPL Financial Services is formed from the merger of Linsco and Private Ledger.
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LPL Financial Services supports 1,373 advisors.
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LPL breaks ground on new West Coast headquarters in San Diego on October 28. 
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LPL sponsors the United States’ women’s two-person bobsled team for three years leading into the 2002 Winter Olympics. 
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Founder Todd Robinson retires. His designated successor, Mark Casady, becomes CEO and chairman.
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Financial Planning magazine features LPL Financial on the cover of its November issue with the headline “We’ve Arrived.”
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Volunteerism and donations at an all-time high at LPL, the company establishes the LPL Financial Charitable Foundation.
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LPL Financial moves to the new tower in San Diego, CA. 
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LPL Financial breaks ground on its new Carolinas campus in Fort Mill, SC.
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Mark Casady announces his retirement. His designated successor, Dan Arnold, is named President and CEO. 
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​​​​​​​LPL reimagine the LPL mission statement and core values  to make clear the purpose of our organization.
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LPLis included in the 2021 Fortune 500 list for the first time. We are No. 466!
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Our Leadership Excellence Achievement Program (LEAP) welcomes for the first time, 80 interns to LPL.
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LPL leans into empowering employees to be Great from Anywhere.
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Our Leadership Excellence Achievement Program (LEAP) has grown 1.5x since its launch in 2021, welcoming 135 interns to LPL!

Our Five Core Values 

Our Values Drive Everything That We Do

One Team On One Mission

We believe that it is up to each of us - every single employee - to deliver on our mission.
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Seek, Embrace, and Apply Feedback

We learn from our mistakes and use feedback to help us get a better outcome. 
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Stop and Consider the Big Picture
​​​​​​​We exercise judgment, spot issues before they happen, and solve problems using data and logic.
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Value Progress Over Perfection

We experiment, learn, iterate, and innovate sharing bold ideas and taking calculated risks to create extraordinary new capabilities.
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Deliver Results for Our Advisors and their Clients

We make it easy for advisors to do business with us, as we earn their business every day and hold ourselves accountable for seeing things through for them.
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LPL Financial Employee Events 

What We Do to Create a Family-Focused Workplace

LPL Financial 2023 great gatherings
LPL Financial employee in a group smiling in front of the LPL Summer fest event entrance

2023: An Epic Year of Achievement 

Unstoppable Growth at LPL Financial 

$1.1 B
In Net Income
Fortune 500 Company - no.440
Financial Professionals Serviced by LPL
Women Employees
Hours In Employee Training
Employees Connected to an ERG
~ $2.5M
Donations From the LPL Financial Foundation
+$1 T
Brokerage and advisory client assets, serviced or custodied