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LPL Financial Holdings Inc.(LPLA)

Description: LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. It operates through Independent Advisor Services, Institution Services, and Custom Clearing Services segments. The company's brokerage offerings include variable and fixed annuities, mutual funds, general securities, alternative investments, retirement and 529 education savings plans, and fixed income products; and insurance offerings comprise personalized advance case design, point-of-sale service, and product support for a range of life, disability, and long-term care products. Its fee-based advisory platforms and support solutions provide access to no-load/load-waived mutual funds, exchange-traded funds, stocks, bonds, conservative option strategies, unit investment trusts and no-load, institutional money managers, and multi manager variable annuities. The company offers cash sweep programs, including money market sweep vehicles and an insured bank deposit sweep vehicles; and provides fee based retirement solutions comprising consultation and advice. Its services also include tools and services that enable advisors to maintain their practice; and trust, investment management oversight, and custodial services for estates and families, as well as technology and open architecture investment management solutions to trust departments of financial institutions. The company provides its services to approximately 13,300 independent financial advisors; financial advisors at approximately 700 financial institutions; and registered investment advisors, banks and trust companies, and advisors at small and mid-sized financial institutions. 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. is based in Boston, Massachusetts.


Keywords: Investment Advisory Services Disability Financial Adviser Financial Advisors Custodial Services Fixed Income Products Unit Investment Trust Red Bank Income Products Retirement Solutions Riversource Clearing Services Investment Management Solutions Long Term Care Products Lpl Financial

Home Page: www.lpl.com

LPLA Technical Analysis

4707 Executive Drive
San Diego, CA 92121
United States
Phone: 800 877 7210


Officers

Name Title
Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A. Pres, CEO & Director
Mr. Matthew Jon Audette B.S. Chief Financial Officer
Mr. Richard Steinmeier MD & Divisional Pres of Bus. Devel.
Mr. Dayton Semerjian MD & Chief Customer Care Officer
Ms. Judith Kohoskie Ricketts Exec. VP of Operations
Mr. Marc Andrew Zabicki C.F.A. Chief Investment Officer
Mr. Brent Blain Simonich Exec. VP, Chief Accounting Officer & Treasurer
Mr. Greg Gates MD and Chief Technology & Information Officer
Mr. Chris Koegel Sr. VP of Investor Relations
Ms. Michelle B. Oroschakoff Chief Legal Officer, MD of Compliance and Legal & Risk

Exchange: NASDAQ

Country: US

Currency: US Dollar ($)

Forward PE: 12.0773
Trailing PE: 28.9436
Price-to-Book MRQ: 8.5372
Price-to-Sales TTM: 1.9926
IPO Date: 2010-11-18
Fiscal Year End: December
Full Time Employees: 6141
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