Greg Gates Biography and Net Worth

Group Managing Director, Chief Technology & Information Officer of LPL Financial

Greg Gates is Group Managing Director and Chief Technology & Information Officer for LPL Financial. In this role, Mr. Gates is responsible for managing all aspects of the firm’s technology and systems applications. He leads a high-performing information technology organization responsible for delivering technology solutions and market-leading platforms that enable positive, compelling experiences for LPL advisors and employees.

Mr. Gates joined LPL in 2018 with nearly two decades of senior-level management experience focused on the application of technology to solve business challenges on a global scale. Before joining LPL, Mr. Gates led Product Management and Engineering teams at PayPal from 2011 to 2018, focusing on internal technology platforms, merchant and consumer experiences, risk and security, and global operations. Prior to that, at Bank of America, he led a number of technology organizations, culminating in leadership of Bank of America’s Contact Center Technology from 2002 to 2011.

Mr. Gates earned his bachelor’s degree in biomedical engineering from Vanderbilt University in 1999, and successfully completed multiple leadership, continuing education, and certification programs from several organizations. He recently served on the Pega Platform Customer Advisory Board at Pegasystems, and previously served on Avaya’s customer advisory board. He is currently on Box, Inc.’s CIO Advisory Board.

What is Greg Gates' net worth?: The estimated net worth of Greg Gates is at least $5.62 million as of November 5th, 2025. Mr. Gates owns 15,370 shares of LPL Financial stock worth more than $5,619,426 as of December 4th. This net worth approximation does not reflect any other assets that Mr. Gates may own. Additionally, Mr. Gates receives an annual salary of $1,960,000.00 as Group Managing Director, Chief Technology & Information Officer at LPL Financial. Learn More about Greg Gates' net worth.
How old is Greg Gates?: Mr. Gates is currently 47 years old. There are 5 older executives and no younger executives at LPL Financial. The oldest executive at LPL Financial is Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A., President, CEO & Director, who is 60 years old. Learn More on Greg Gates' age.
What is Greg Gates' salary?: As the Group Managing Director, Chief Technology & Information Officer of LPL Financial Holdings Inc., Mr. Gates earns $1,960,000.00 per year. There are 3 executives that earn more than Mr. Gates. The highest earning executive at LPL Financial is Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A., President, CEO & Director, who commands a salary of $5,040,000.00 per year. Learn More on Greg Gates' salary.
How do I contact Greg Gates?: The corporate mailing address for Mr. Gates and other LPL Financial executives is 4707 EXECUTIVE DRIVE, SAN DIEGO CA, 92121. LPL Financial can also be reached via phone at (800) 877-7210 and via email at [email protected]. Learn More on Greg Gates' contact information.
Has Greg Gates been buying or selling shares of LPL Financial?: During the last ninety days, Greg Gates has sold $800,460.00 of LPL Financial stock. Most recently, Greg Gates sold 1,500 shares of the business's stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $376.43, for a transaction totalling $564,645.00. Following the completion of the sale, the director now directly owns 15,370 shares of the company's stock, valued at $5,785,729.10. Learn More on Greg Gates' trading history.
Who are LPL Financial's active insiders?: LPL Financial's insider roster includes Dan Arnold (CEO), Matthew Audette (CFO), Marc Cohen (Director), Matthew Enyedi (Director), Edward Fandrey (Director), Greg Gates (Group Managing Director, Chief Technology & Information Officer), William Glavin, Jr. (Director), Aneri Jambusaria (Director), Sallie Larsen (Director), Michelle Oroschakoff (Director), Scott Seese (Director), Kabir Sethi (Director), Brent Simonich (CAO), Richard Steinmeier (Director), and George White (Director). Learn More on LPL Financial's active insiders.
Are insiders buying or selling shares of LPL Financial?: In the last twelve months, insiders at the financial services provider sold shares 11 times. They sold a total of 41,680 shares worth more than $15,163,205.04. The most recent insider tranaction occured on December, 1st when Director Aneri Jambusaria sold 80 shares worth more than $28,198.40. Insiders at LPL Financial own 1.3% of the company. Learn More about insider trades at LPL Financial.
Information on this page was last updated on 12/1/2025.

Greg Gates Insider Trading History at LPL Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/5/2025	Sell	1,500	$376.43	$564,645.00	15,370
10/6/2025	Sell	750	$314.42	$235,815.00	16,870
9/5/2025	Sell	1,500	$338.21	$507,315.00	17,620
8/5/2025	Sell	1,500	$374.05	$561,075.00	19,120
7/3/2025	Sell	1,500	$382.63	$573,945.00	20,620

Greg Gates Buying and Selling Activity at LPL Financial

LPL Financial Company Overview

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Today's Range

Now: $369.18

$360.82

$369.46

50 Day Range

MA: $346.96

$312.18

$378.94

2 Week Range

Now: $369.18

$262.83

$403.58

Volume

439,490 shs

Average Volume

503,060 shs

Market Capitalization

$29.55 billion

P/E Ratio

33.99

Dividend Yield

0.33%

Beta

0.6

Greg Gates Biography and Net Worth

What is Greg Gates' net worth?

How old is Greg Gates?

What is Greg Gates' salary?

How do I contact Greg Gates?

Has Greg Gates been buying or selling shares of LPL Financial?

Who are LPL Financial's active insiders?

Are insiders buying or selling shares of LPL Financial?