Get To Know Us

We are one team on ​one mission. And we believe that it is up to each of us—every single employee—to deliver on our mission. So we need to be extraordinary at attracting, developing, and rewarding the best people to take care of our advisors and their clients.

That’s why we’re looking forward to integrating your unique talent and skills into the LPL family, and supporting you in turning your career aspirations into realities. 

Learn more about how we work—how we thrive on innovation, embrace inclusiveness, welcome fresh perspectives…and have fun doing it!

Our Mission & Values

No matter what role or department we’re in, we’re each empowered to make a difference that ultimately benefits our customers – the advisors we support.

Our values help us activate and execute our mission every day.

Your culture and experience will add tremendous value to our already advisor-centric business model, and you’ll find many familiar values reflected in our firm. 

Learn More About Our History

Become more familiar with our company’s history: view a timeline that highlights the major milestones of our past. The history timeline features more than 200 milestones over 4 decades and includes a number of personal stories, quotes, and photographs. We will update the timeline with the future success we achieve—together!

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

 

"We take care of our advisors, so they can take care of their clients."

- LPL Financial Mission Statement

 

 

Our Values

Learn More About Our Culture

Our culture thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives.  

 

 

At LPL, we work hard to deliver on our mission. And we take time to celebrate and have fun along the way. As you prepare to join us, check out this brief video to see how we balance taking care of our advisors and delivering results with giving back to our community, recognizing accomplishments, and having fun!

 

As we welcome Waddell & Reed to the LPL family, we’d like to invite you to consider joining our family as well. At LPL, we’re committed to taking a thoughtful approach to combining the best capabilities, resources and talent from our organizations. That’s why we’ve created a specialized, 3-part hiring process just for Waddell & Reed employees.

Take It From Me

Focused on our customers. Inspired to innovate. Committed to continuous improvement. Empowered to make a difference. Rewarded for results. That’s what it feels like to work at LPL. But don’t just take our word for it. In our “Take it From Me” video series, you’ll hear stories and transition tips from Waddell & Reed employees who have joined the LPL team—and are glad they did. We’re so excited you’re here – and hope you feel welcomed and supported throughout your entire journey.

Jackie Lyons shares her take on the LPL transition process and culture.

Shawn Berry provides helpful tips and stories from his transition process.

David Bryant discusses his LPL transition experience and shares some helpful onboarding tips.

Leadership Corner

Our leadership team is passionate about achieving success by empowering you to deliver on our mission. Get to know more about LPL leaders—their roles, their perspectives on our culture, and what fuels them outside of the workplace. 

Chief Care Officer Dayton Semerjian shares his thoughts on LPL's culture and what’s on his 2021 bucket list.

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Michelle Oroschakoff, Chief Legal Officer, offers insights on LPL’s culture, her hobbies and recent travels.

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