Back to All Companies

LPL Financial | Company Profile, Marketing Contacts, Media Spend, Brands




Linsco/Private Ledger Corp. is one of the largest independent financial advisor services in the U.S. The company offers a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. LPL Financial has corporate offices in Boston, Charlotte and San Diego.

Main Telephone (858) 450-9606
Main Fax (858) 546-7851
Primary Address
4707 Executive Drive
San Diego, CA 92121
USA

LPL Financial Contacts

Contacts (5/14)
Name Title State
Dan A. President CA
Sample of Associated Brands
***********
Email: *****@*******.***
Main Phone: (858) 450-9606
Direct Phone: *** **** ***   ext: ****
Direct Fax: *** **** ***
Assistant Name: ** **** ***
Assistant Phone: *** **** ***
Address: 4707 Executive Drive
San Diego, CA
92121
USA

Sallie L. Managing Director & Chief Human Capital Officer CA
Michelle O. Managing Director & Chief Risk Officer CA
Mark C. Chairman & Chief Executive Officer MA
Victor F. Managing Director & Chief Information Officer NC

Media Spend

Media Spend Summary
Media Spend Channel

Associated Brands

Brand Media Spend
LPL Financial ******

Agency Relationships


Brand Agency Service From To
*** ********* *********-**** ***********, ***. AOR - creative 2013 present

See Winmo sales intelligence in action

Recent Discussions

Who is the President of LPL Financial?

Who is the marketing contact for banking in CA

What is the email of the Managing Director & Chief Human Capital Officer of LPL Financial?

What is direct phone of the Managing Director & Chief Risk Officer of LPL Financial?

Who is the AOR - creative agency of LPL Financial?

Your personal LinkedIn network connections

Your personal LinkedIn network connections

DailyVista

LPL Financial axes CMO, shifts marketing to new division


Company: equities, bonds, mutual funds, annuities, insurance, and fee-based programs.

Opportunity: The company is eliminating the CMO position held by Joan Khoury, who will leave the company in August after two years. Marketing functions will transfer to VP of Independent Adviser Services Mimi Brock, who was promoted to managing director for client experience and training. 

Shift to Affiliate Training: LPL will focus more on new and existing financial adviser training efforts instead of traditional marketing. Affiliation will become a key focus for LPL’s new client experience and training initiatives. 

Brock’s duties now include client communications, marketing support services, conference planning and training. Financial marketers engaging LPL should know the company has utilized both traditional and digital (including social media) channels to educate its adviser base.

Top Executive Departures: The transition follows Managing Director of Independent Adviser Services Derek Bruton’s  Dwyer’s duties mostly transitioned to President Robert Moore.

Media Spending & Agency Relationship: LPL’s measured media spending declined to $2.4 million last year from $3.2 million in 2012, according to Kantar Media.

Note that last year, the company Bernstein-Rein Advertising, Inc. as its AOR last year. Duties included branding, adviser recruitment, social media, media planning and buying, and digital.

LPL Financial
9785 Towne Centre Drive
San Diego, CA 92121
(858) 450-9606

Mimi Brock
Managing Director, Client experience and Training
(858) 450-9606

Angie Robert
Assistant Vice President, Social Media & Community Management
(858) 450-9606
angie.robert@lpl.com