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LPL Financial Holdings Inc (LPLA)

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329.58 -4.87    -1.46%
06:33:35 - Real-time Cboe. Currency in USD
  • Volume: 441,359
  • Bid/Ask: 0.00 / 0.00
  • Day's Range: 322.14 - 330.96
Type:  Equity
Market:  United States
LPL Financial 329.58 -4.87 -1.46%

LPL Financial Holdings Inc Company Profile

 
Get an in-depth profile of LPL Financial Holdings Inc, including a general overview of the company's business and key management, as well as employee data and location and contact information.
IndustryInvestment Banking & Investment Services
SectorFinancial
Employees

9000

Equity Type

ORD

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 institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it 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; an advisor-facing trading and portfolio rebalancing platform; 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.

Contact Information

Address 4707 Executive Drive
San Diego, 92121
United States
Phone 800 877 7210
Fax -

Top Executives

Name Age Since Title
James S. Putnam 68 2005 Independent Non-Executive Chairman
Richard Paul Schifter 71 2005 Independent Director
H. Paulett Eberhart 70 2014 Independent Director
Anne M. Mulcahy 72 2013 Independent Director
Richard Steinmeier 50 2018 CEO, MD, Chief Growth Officer & Director
Edward Cage Bernard 68 2020 Independent Director
William Francis Glavin 65 2017 Independent Director
Allison H. Mnookin 54 2018 Independent Director
Corey E. Thomas 48 2019 Independent Director
Albert J. Ko 49 2023 Additional Independent Director
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