Company Information
USD
360.42
- (6.3%)
NASDAQ:LPLA, LPL FINANCIAL HOLDINGS INC.
Industry: Capital Markets
End of Day: 9 May 2025 GMT-4
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.
Address
4707 Executive Drive
Website
Classification
Sector
Financial Services
Industry Group
Capital Markets
Industry
Capital Markets
Key Executives
Mr. Kabir Sethi
Managing Director, Subsidiary/Other Executive Officer
Mr. Albert J Ko
Director
Ms. Anne M. Mulcahy
Director
Mr. Edward Cage Bernard
Director
Mr. Matthew J. Audette
CFO/Other Corporate Officer
Ms. H. Paulett Eberhart
Director
Mr. Richard Paul Schifter
Director
Mr. James S. Putnam
Chairman of the Board/Director
Mr. Dan H. Arnold
CEO/Director/President
Ms. Sallie R. Larsen
Managing Director/Other Executive Officer
Ms. Michelle Oroschakoff
Chief Legal Officer/Managing Director
Ms. Allison H. Mnookin
Director
Mr. Brent B. Simonich
Chief Accounting Officer/Treasurer
Mr. Corey E. Thomas
Director
Mr. William Francis Glavin, Jr
Director
Mr. Richard Steinmeier
Managing Director/President, Divisional
Mr. Matthew Enyedi
Managing Director, Divisional
Mr. Greg Gates
Chief Information Officer/Chief Technology Officer/Managing Director
Ms. Aneri Jambusaria
Managing Director, Divisional
Ownership
Institution Holdings
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2,843,632 (3.819%)
FMR Inc
2,799,190 (3.760%)
T. Rowe Price Associates, Inc.
2,456,051 (3.299%)
Vanguard Investments Australia Ltd
2,413,929 (3.242%)
Capital Research Global Investors
2,208,188 (2.966%)
Capital Research and Management Company
2,203,081 (2.959%)
Funds Holdings
Vanguard Total Stock Market Index Fund
2,373,810 (3.188%)
Vanguard US Total Market Shares ETF
2,373,810 (3.188%)
Vanguard Mid-Cap Index Fund
1,694,322 (2.276%)
Clarkston Capital SMID Composite
1,139,263 (1.530%)
Vanguard Institutional Extnd Mkt Idx Tr
1,115,280 (1.498%)
Fidelity Advisor Growth Opps Fd
827,600 (1.112%)
JHancock Disciplined Value Mid Cap Fund
746,661 (1.003%)
Vanguard Growth Index Fund
697,099 (0.936%)
T. Rowe Price US Large-Cap Core Eq Comp
667,856 (0.897%)
T. Rowe Price US Large-Cap Core Fund
667,856 (0.897%)
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1557 Keppel Road, #01-01
Singapore 089066
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