Craft

LPL Financial

Stock Price

$207

2024-09-12

Market Capitalization

$15.5 B

2024-09-12

Revenue

$10.1 B

FY, 2023

LPL Financial Summary

Company Summary

Overview
LPL Financial Holdings is a company that provides investment and business solutions for independent financial advisors. It offers integrated technology solutions, brokerage and advisory platforms, clearing services, compliance services, consultative practice management programs and training, business services, planning and advice services, in-house research, and other options. The company also delivers custodial services, investment management, investment analytics, portfolio modeling, etc.
Type
Public
Status
Active
Founded
1989
HQ
San Diego, CA, US | view all locations
Website
https://www.lpl.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Dan H. Arnold

    Dan H. Arnold, President and Chief Executive Officer, Director

  • Matthew J. Audette

    Matthew J. Audette, Managing Director, Chief Financial Officer and Head of Business Operations

  • Kabir Sethi

    Kabir Sethi, Managing Director, Chief Product Officer

  • Althea Brown

    Althea Brown, Managing Director, Chief Legal Officer

Operating MetricsView all

Brokerage Assets

$506B
5.4%

Q2, 2022

Brokerage and Advisory Assets

$1.1T
4.3%

Q2, 2022

Money Market Account Balances

$15B
200.0%

Q2, 2022

LocationsView all

4 locations detected

  • San Diego, CA HQ

    United States

    4707 Executive Drive

  • Austin, TX

    United States

    13620 N FM 620 Building C, Suite 200

  • Boston, MA

    United States

    201 Washington St #300

  • Fort Mill, SC

    United States

    1055 LPL Wy

LPL Financial Financials

Summary Financials

Revenue (Q2, 2024)
$2.9B
Net income (Q2, 2024)
$243.8M
Cash (Q2, 2024)
$1.3B
Enterprise value
$18.6B

Footer menu