Craft

LPL Financial

Stock Price

$228.6

2023-11-10

Market Capitalization

$17.3 B

2023-11-10

Revenue

$8.6 B

FY, 2022

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
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

  • Matthew  K. Enyedi

    Matthew K. Enyedi, Managing Director, National Sales and Marketing

  • Sallie R. Larsen

    Sallie R. Larsen, Managing Director, Chief Human Capital 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

    75 State St

  • Fort Mill, SC

    United States

    1055 LPL Wy

LPL Financial Financials

Summary Financials

Revenue (Q3, 2023)
$2.5B
Net income (Q3, 2023)
$224.3M
Cash (Q3, 2023)
$799.2M
Enterprise value
$19.6B

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