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LPL Financial Holdings Inc
LPLAAdd to Watchlist
282.150USD
-12.950-4.39%
Close 06/24, 16:00（ET）Quotes delayed by 15 min
22.59BMarket Cap
25.31P/E TTM
More Details of LPL Financial Holdings Inc Company
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
LPL Financial Holdings Inc Info
Ticker SymbolLPLA
Company nameLPL Financial Holdings Inc
IPO dateNov 18, 2010
CEOSteinmeier (Richard)
Number of employees9000
Security typeOrdinary Share
Fiscal year-endNov 18
Address4707 Executive Drive
CitySAN DIEGO
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code92121
Phone18008777210
Websitehttps://lplfinancial.lpl.com/
Ticker SymbolLPLA
IPO dateNov 18, 2010
CEOSteinmeier (Richard)
Company Executives of LPL Financial Holdings Inc
Name
Name/Position
Position
Shareholding
Change
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
37.43K
+2.83%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
20.26K
-34.35%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
16.11K
+0.12%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
12.23K
-1.90%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-5.20%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-18.74%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
5.62K
+0.05%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
4.30K
-63.40%
Mr. Albert J. (Al) Ko
Mr. Albert J. (Al) Ko
Independent Director
Independent Director
3.30K
+21.58%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+0.01%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
37.43K
+2.83%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
20.26K
-34.35%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
16.11K
+0.12%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
12.23K
-1.90%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-5.20%
FAQs
Who are the top five shareholders of LPL Financial Holdings Inc?
The top five shareholders of LPL Financial Holdings Inc are: Mr. James S. Putnam
How many institutions hold shares of LPL Financial Holdings Inc (LPLA)?
As of 2026Q1, 1615 institutions hold shares of LPL Financial Holdings Inc, with a combined market value of approximately 83.58M, accounting for 104.49% of the total shares. Compared to 2025Q4, institutional shareholding has increased by -2697866.00.
What is the biggest source of revenue for LPL Financial Holdings Inc?
In 2026Q1, the Annuities business generated the highest revenue for LPL Financial Holdings Inc, amounting to 1.00B and accounting for 52.89% of total revenue.
