LPL Financial Holdings Inc (NASDAQ:LPLA)

Data as of Jan 26
 +0.55 / +1.29%
Today’s Change
Today|||52-Week Range
Investment Banks/Brokers

Company Description

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.

Contact Information

LPL Financial Holdings, Inc.
75 State Street
Boston Massachusetts 02109
P:(617) 423-3644
Investor Relations:
(617) 897-4574



Other institutional66.36%
Mutual fund holders31.95%
Individual stakeholders27.49%

Top Executives

Mark Stephen CasadyChairman & Chief Executive Officer
Robert J. MoorePresident
Dan Hogan ArnoldChief Financial Officer
George Burton WhiteChief Investment Officer & MD-Research
Victor P. FetterChief Information Officer & Managing Director

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