Stock LPLA LPL FINANCIAL HOLDINGS INC.
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Company LPL Financial Holdings Inc.

Equities

LPLA

US50212V1008

Investment Banking & Brokerage Services

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-04-18 pm EDT 		5-day change 1st Jan Change
259.8 USD +0.25% Intraday chart for LPL Financial Holdings Inc. -1.35% +14.12%
Apr. 10 North American Morning Briefing : Traders Await -2- DJ
Apr. 09 Gateway First Bank Expands Gateway Private Wealth Services Through A Relationship with LPL Financial CI

Business Summary

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.

Number of employees: 8,400

Sales per Business

USD in Million2022Weight2023Weight Delta
Brokerage and Investment Advisory Services
100.0 %
8,601 100.0 % 10,053 100.0 % +16.88%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
8,601 100.0 % 10,053 100.0 % +16.88%

Managers

Managers TitleAgeSince
Dan Arnold CEO
 Chief Executive Officer 59 06-12-31
Matthew Audette DFI
 Director of Finance/CFO 49 15-09-27
Greg Gates CTO
 Chief Tech/Sci/R&D Officer - 18-11-30
Judy Ricketts COO
 Chief Operating Officer - 20-04-19
Marc Zabicki CIO
 Chief Investment Officer - -
Althea Brown LAW
 General Counsel - 23-06-30
Sara Dadyar HRO
 Human Resources Officer - Dec. 31
Bill Sappington PRN
 Corporate Officer/Principal - 22-07-15
Cathrine Cotman
- -
Cathrine Cotman PRN
 Corporate Officer/Principal 58 -

Members of the board

Members of the board TitleAgeSince
H. Eberhart BRD
 Director/Board Member 70 14-11-20
William Glavin BRD
 Director/Board Member 65 16-12-31
Edward Bernard BRD
 Director/Board Member 68 20-05-05
Anne Mulcahy BRD
 Director/Board Member 70 13-05-07
Richard Schifter BRD
 Director/Board Member 71 04-12-31
James Putnam CHM
 Chairman 69 04-12-31
Dan Arnold CEO
 Chief Executive Officer 59 06-12-31
Corey Thomas BRD
 Director/Board Member 48 19-04-30
Allison Mnookin BRD
 Director/Board Member 53 18-06-03
Albert Ko BRD
 Director/Board Member 49 23-01-08

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 130,277,699 74,195,267 ( 56.95 %) 55,576,970 ( 42.66 %) 56.95 %

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
9.591 %
7,141,049 9.591 % 1 887 M $
BlackRock Advisors LLC
5.805 %
4,322,086 5.805 % 1 142 M $
Janus Henderson Investors US LLC
3.860 %
2,873,779 3.860 % 759 M $
Fidelity Management & Research Co. LLC
3.759 %
2,798,369 3.759 % 739 M $
T. Rowe Price International Ltd.
3.299 %
2,456,051 3.299 % 649 M $
Capital Research & Management Co. (Global Investors)
2.966 %
2,208,188 2.966 % 583 M $
Kayne Anderson Rudnick Investment Management LLC
2.947 %
2,193,821 2.947 % 580 M $
Lone Pine Capital LLC
2.472 %
1,840,114 2.472 % 486 M $
STATE STREET CORPORATION
2.374 %
1,767,737 2.374 % 467 M $
WCM Investment Management LLC
2.278 %
1,696,094 2.278 % 448 M $

Company contact information

LPL Financial Holdings, Inc.

4707 Executive Drive

92121, San Diego

+800 877 7210

http://www.lpl.com
address LPL Financial Holdings Inc.(LPLA)

Group companies

NameCategory and Sector
LPL Financial LLC
Logo LPL Financial LLC

LPL Financial LLC

Investment ManagersFinance

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Investment Managers

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Banking & Brokerage Services
Other Investment Banking & Brokerage Services

Ratings for LPL Financial Holdings Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
259.8 USD
Average target price
294.9 USD
Spread / Average Target
+13.53%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Other Investment Banking & Brokerage Services
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