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LPL Financial

LPL Financial

Deposit Cash Account Balances

$7.9 B

Q1, 2021

Revenue

$7.7 B

FY, 2021

Market Capitalization

$18.4 B

2022-09-20

LPL Financial Summary

Company summary

Overview
LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income products, insurance, and alternative investments, such as non-traded real estate investment trusts and business development companies. The company also offers fee-based advisory platforms and support, which provides access to no-load/load-waived mutual funds, exchange-traded funds, stocks, bonds, conservative option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities.
Type
Public
Founded
1989
HQ
San Diego, CA, US | view all locations
Website
https://www.lpl.com/
Cybersecurity rating
ESG rating
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

  • Matthew Enyedi

    Matthew Enyedi, Managing Director, Business Solutions

  • Sallie R. Larsen

    Sallie R. Larsen, Managing Director, Chief Human Capital Officer

Operating MetricsView all

Deposit Cash Account Balances

$7.9B
9.2%

Q1, 2021

Insured Cash Account Balances

$37.4B
8.4%

Q1, 2021

Trademarks

12
9.1%

FY, 2020

LocationsView all

4 locations detected

  • San Diego, CA HQ

    United States

    4707 Executive Dr

  • Austin, TX

    United States

    13620 N FM 620 building c, suite 200

  • Boston, MA

    United States

    75 State St

  • Fort Mill, SC

    United States

    1055 LPL Way

LPL Financial Financials

Summary financials

Revenue (Q2, 2022)
$2.0B
Net income (Q2, 2022)
$160.5M
Cash (Q2, 2022)
$700.4M
Enterprise value
$20.4B

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