LPL Financial provides investment and wealth management services.

LPL Financial

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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 programs; 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 to trusts 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.

LPL Financial Holdings Inc.

industry_trends_dossier

news_impact_assignment_basic

key_people

company_dossier

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

network_onboarding

company_summary

regulatory_analysis

industry_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

logo

swot_analysis

financial_analysis

news_advanced

purchaser_profile

news_impact_assignment_advanced

signals

news_processing_advanced

financial_statements

private_financials

funding_rounds_analysis

company_structure

crunchbase_trigger

crunchbase_profile

peers

news_basic

valuation

customer_profile

industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Oct 25, 2024 6:32 AM	f1ccb5b0
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
news advanced	general
news impact assignment advanced	general
signals	general	Oct 25, 2024 6:32 AM	8bd58b76
news processing advanced	general
crunchbase trigger	general	Oct 25, 2024 6:32 AM	52900a92
crunchbase profile	general
peers	general	Oct 25, 2024 6:32 AM	8eaf29a8
news basic	general	Oct 25, 2024 6:32 AM	72f74f19
events	markdown
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis
funding rounds analysis	company_analysis	Oct 25, 2024 6:32 AM	7c292029
company structure	company_analysis
logo	meta	Oct 25, 2024 6:32 AM	61715c9a
purchaser profile	merger_acquisitions
private financials	financials
customer profile	customers

COM:LPL

LPL Financial

Last Close

260.93

28/10 16:19

Market Cap

20.39B

Beta: -

Volume Today

184.09K

Avg: -