LPL Financial Holdings Inc  

(Public, NASDAQ:LPLA)   Watch this stock  
Find more results for LPLA
+0.91 (1.84%)
Real-time:   2:59PM EST
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Currency in USD
Range 49.60 - 50.53
52 week 34.01 - 53.92
Open 49.71
Vol / Avg. 269,663.00/912,550.00
Mkt cap 4.55B
P/E 21.39
Div/yield 0.25/1.98
EPS 2.36
Shares 90.19M
Beta 1.89
Inst. own 93%
Feb 7, 2018
Q4 2017 LPL Financial Holdings Inc Earnings Release (Estimated) - 4:00PM EST - Add to calendar
Nov 8, 2017
LPL Financial Holdings Inc 2017 Investor and Analyst Day - Webcast
Oct 26, 2017
Q3 2017 LPL Financial Holdings Inc Earnings Call - Webcast
Oct 26, 2017
Q3 2017 LPL Financial Holdings Inc Earnings Release
More events from DailyFinance »    

Key stats and ratios

Q3 (Sep '17) 2016
Net profit margin 5.46% 4.74%
Operating margin 11.57% 9.73%
EBITD margin - 12.54%
Return on average assets 4.74% 4.10%
Return on average equity 25.44% 24.98%
Employees 3,508 -
CDP Score - -


75 State St Fl 22
BOSTON, MA 02109-1827
United States - Map
+1-617-4233644 (Phone)
+1-302-6555049 (Fax)

Website links

External links

Analyst Estimates - MarketWatch
SEC Filings - EDGAR Online
Major Holders - MSN Money


LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.

Officers and directors

Dan H. Arnold Jr. President, Chief Executive Officer, Director
Age: 52
Bio & Compensation  - Reuters
Matthew J. Audette Chief Financial Officer
Age: 42
Bio & Compensation  - Reuters
George Burton White Managing Director, Investor and Investment Solutions and Chief Investment Officer
Age: 47
Bio & Compensation  - Reuters
Scott Seese Chief Information Officer, Managing Director
Bio & Compensation  - Reuters
Tracy Ellen Calder Deputy Chief Risk Officer, Managing Director
Age: 57
Bio & Compensation  - Reuters
Michelle B. Oroschakoff Chief Risk Officer, Managing Director
Age: 55
Bio & Compensation  - Reuters
David P. Bergers General Counsel, Managing Director - Legal and Government Relations
Age: 49
Bio & Compensation  - Reuters
Thomas Gooley Managing Director - Service, Trading & Operations
Age: 52
Bio & Compensation  - Reuters
J. Andrew Kalbaugh Managing Director, Divisional President, National Sales and Consulting
Age: 53
Bio & Compensation  - Reuters
Sallie R. Larsen Managing Director, Chief Human Capital Officer
Age: 63
Bio & Compensation  - Reuters