LPL Financial Holdings Inc - Company Profile

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LPL Financial Holdings Inc: Overview

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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 Boston, Fort Hill, and San Diego. LPL is headquartered in San Diego, California, the US.

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Headquarters United States of America
Address 4707 Executive Drive, San Diego, California, 92121
Website lplfinancial.lpl.com
Telephone 1 617 4233644
No of Employees 8,400
Industry Financial Services
Ticker Symbol & Exchange LPLA (NASD)
Revenue (2023) $10.1B 16.9% (2023 vs 2022)
EPS XYZ
Net Income (2023) XYZ 26.1% (2023 vs 2022)
Market Cap* $19.4B
Net Profit Margin (2023) XYZ 7.9% (2023 vs 2022)
* As of and is in US$
View LPL Financial Holdings Inc financials
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LPL Financial Holdings Inc premium industry data and analytics

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IT Services Contracts

Improve competitive bidding with insights into all publicly disclosed IT services contracts for LPL Financial Holdings Inc (including IT outsourcing, business process outsourcing, systems integration & consulting and more).

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ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on LPL Financial Holdings Inc’s likely spend across technology areas enabling you to understand the digital strategy.

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
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
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.
2023 Contracts/Agreements In May, Financial Resources Group Investment Services, LLC entered into a partnership with Jacobian Wealth Advisory to allow them to access individualized business consulting, marketing, and technology solutions.
Dive into past operations, including product releases, deals, acquisitions & more Dive into past operations, including product releases, deals, acquisitions & more Find out more
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Competitor Comparison

Key Parameters LPL Financial Holdings Inc Morgan Stanley The Charles Schwab Corp Ameriprise Financial Inc BofA Securities Inc
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 Charlotte
State/Province California New York Texas Minnesota North Carolina
No. of Employees 8,400 80,000 35,900 13,800 -
Entity Type Public Public Public Public Private
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Chart Financial activity with access to more key stats Chart Financial activity with access to more key stats Find out more
Executives
Name Position Board Since Age
James S. Putnam Chairman Executive Board 2017 68
Dan H. Arnold Director; President; Chief Executive Officer Executive Board 2017 58
Matthew J. Audette Chief Financial Officer; Managing Director Senior Management - 48
Brent Simonich Treasurer; Executive Vice President; Chief Accounting Officer Senior Management 2020 -
Michelle Oroschakoff Chief Risk Officer; Chief Legal Officer; Managing Director Senior Management 2017 61
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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