LPL Financial Holdings Inc - Company Profile
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LPL Financial Holdings Inc (LPL), through its subsidiaries, offers retail finance advisory and independent broker-dealer solutions. Its product offering comprises fixed and variable annuities, mutual funds, equities, alternative investments, retirement plans, insurance and fixed income, 529 education savings plans, and cash sweep program. The company’s services include portfolio construction, advisory and brokerage platforms, comprehensive clearing and compliance, integrated technology and services, independent research, and practice management programs and training. LPL also offers investment analytics, proposal generation, and portfolio modeling. It serves financial institutions and independent financial advisors through offices in Austin, Fort Hill, and San Diego. LPL is headquartered in San Diego, California, the US.
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Products and Services
Products | Services | Brands |
---|---|---|
Variable and Fixed Annuities | Independent Advisory | Access Overlay |
Mutual Funds | Institution | BlazePortfolio |
Equities | Research | BranchNet |
XYZ | XYZ | XYZ |
XYZ | XYZ | XYZ |
XYZ | XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
Year | Event | Description |
---|---|---|
2024 | Contracts/Agreements | In April, the company entered into an agreement with Momentum Wealth Partners to launch Sussex Wealth Partners. |
2024 | Contracts/Agreements | In February, the company entered into an agreement to acquire Atria Wealth Solutions, Inc., a wealth management solutions holding company. |
2023 | Acquisitions/Mergers/Takeovers | In December, the company acquired a 20% stake in Independent Advisor Alliance. |
Competitor Comparison
Key Parameters | LPL Financial Holdings Inc | Morgan Stanley | The Charles Schwab Corp | Ameriprise Financial Inc | Edward D Jones & Co LP |
---|---|---|---|---|---|
Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
City | San Diego | New York | Westlake | Minneapolis | Saint Louis |
State/Province | California | New York | Texas | Minnesota | Missouri |
No. of Employees | 8,400 | 80,000 | 33,000 | 13,800 | - |
Entity Type | Public | Public | Public | Public | Private |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
Name | Position | Board | Since | Age |
---|---|---|---|---|
James S. Putnam | Chairman | Executive Board | 2017 | 69 |
Dan H. Arnold | Director; President; Chief Executive Officer | Executive Board | 2017 | 59 |
Matthew J. Audette | Managing Director; Chief Financial Officer | Senior Management | 2023 | 49 |
Althea Brown | Chief Legal Officer; Managing Director | Senior Management | 2023 | 47 |
Jim McHale | Executive Vice President; Chief Compliance Officer | Senior Management | 2023 | - |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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