Company LPL Financial Holdings Inc Nasdaq
Equities
US50213H1005
Investment Banking & Brokerage Services
End-of-day quote
Other stock markets
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- USD | - |
06-20 | Palomar Holdings Names Rodolphe Herve as COO, Tim Carter as Chief People Officer | MT |
06-20 | LPL Financial's Subsidiary Reports 3.6% Jump in Advisory, Brokerage Assets in May | MT |
Business Summary
Sales per Business
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Brokerage and Investment Advisory Services
100.0
%
| 8,601 | 100.0 % | 10,053 | 100.0 % | +16.88% |
Sales per region
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
United States
100.0
%
| 8,601 | 100.0 % | 10,053 | 100.0 % | +16.88% |
Managers
Managers | Title | Age | Since |
---|---|---|---|
Dan Arnold
CEO | Chief Executive Officer | 59 | 06-12-31 |
Matthew Audette
DFI | Director of Finance/CFO | 49 | 15-09-27 |
Greg Gates
CTO | Chief Tech/Sci/R&D Officer | - | 18-11-30 |
Judy Ricketts
COO | Chief Operating Officer | - | 20-04-19 |
Marc Zabicki
CIO | Chief Investment Officer | - | - |
Althea Brown
LAW | General Counsel | - | 23-06-30 |
Sara Dadyar
HRO | Human Resources Officer | - | 12-31 |
Bill Sappington
PRN | Corporate Officer/Principal | - | 22-07-15 |
- | - | ||
Cathrine Cotman
PRN | Corporate Officer/Principal | 58 | - |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
H. Eberhart
BRD | Director/Board Member | 70 | 14-11-20 |
William Glavin
BRD | Director/Board Member | 65 | 16-12-31 |
Edward Bernard
BRD | Director/Board Member | 68 | 20-05-05 |
Anne Mulcahy
BRD | Director/Board Member | 70 | 13-05-07 |
Richard Schifter
BRD | Director/Board Member | 71 | 04-12-31 |
James Putnam
CHM | Chairman | 69 | 04-12-31 |
Dan Arnold
CEO | Chief Executive Officer | 59 | 06-12-31 |
Corey Thomas
BRD | Director/Board Member | 48 | 19-04-30 |
Allison Mnookin
BRD | Director/Board Member | 53 | 18-06-03 |
Albert Ko
BRD | Director/Board Member | 49 | 23-01-08 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 130,707,930 | 73,828,672 ( 56.48 %) | 55,998,999 ( 42.84 %) | 56.48 % |
Company contact information
Group companies
Name | Category and Sector |
---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. |
Investment Managers
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Sector
1st Jan change | Capi. | |
---|---|---|
+3.49% | 159B | |
+7.17% | 135B | |
+18.06% | 117B | |
-11.05% | 34.4B | |
+8.56% | 25.22B | |
-13.33% | 18.6B | |
+47.17% | 17.28B | |
+3.74% | 15.48B | |
-21.64% | 14.52B |
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