Description: LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Home Page: www.lpl.com
4707 Executive Drive
San Diego,
CA
92121
United States
Phone:
800 877 7210
Officers
| Name | Title |
|---|---|
| Mr. Richard Steinmeier | CEO, MD, Chief Growth Officer & Director |
| Mr. Matthew Jon Audette B.S. | President, CFO & Head of Business Operations |
| Mr. Greg Gates | MD and Chief Technology & Information Officer |
| Mr. Matthew K. Enyedi | Managing Director of Client Success |
| Ms. Judith Kohoskie Ricketts | Executive Vice President of Operations |
| Mr. Marc Andrew Zabicki C.F.A. | Chief Investment Officer |
| Ms. Althea Brown | MD & Chief Legal Officer |
| Ms. Sara Dadyar | MD & Chief Human Capital Officer |
| Robert Krivit | Senior VP & Head of Trading |
| Ms. Aneri Jambusaria CFP | Managing Director of LPL Services Group |
Exchange: F
Country: DE : Germany
Currency: Euro (€)
| GIC Sector: | Financials |
|---|---|
| GIC Group: | Financial Services |
| GIC Industry: | Capital Markets |
| GIC Sub-Industry: | Investment Banking & Brokerage |
| Forward PE: | 18.7617 |
|---|---|
| Trailing PE: | 24.6227 |
| Price-to-Book MRQ: | 8.8649 |
| Price-to-Sales TTM: | 2.0451 |
| IPO Date: | |
| Fiscal Year End: | December |
| Full Time Employees: | 8787 |