Data as of May 21
| -1.24 / -3.21%|
LPL Financial Holdings, Inc. operates as an investment holding company with interests in technology, brokerage and investment advisory services. It provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions. The company operates it business through its subsidiaries under three business segments: Independent Advisor Services, Institution Services and Custom Clearing Services. The Independent Advisor Services segment provides business consulting, business development, and marketing support as well as in-depth practice management programs and training. The Institution Services segment supports advisors and program managers at community and regional banks and credit unions. The Custom Clearing Services segment supports broker and dealers at leading financial services companies. LPL Financial Holdings is headquartered in Boston, MA.
|Mark S. Casady, MBA||Chairman & Chief Executive Officer|
|Robert J. Moore, CFA||President|
|Dan Hogan Arnold, Jr., MBA||Chief Financial Officer|
|Victor P. Fetter||Chief Information Officer & Managing Director|
|Burt White||Chief Investment Officer & MD-Research|