Company LPL Financial Holdings Inc Nasdaq
Equities
US50213H1005
Investment Banking & Brokerage Services
End-of-day quote
Other stock markets
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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 | 31/12/06 |
Matthew Audette
DFI | Director of Finance/CFO | 49 | 27/09/15 |
Greg Gates
CTO | Chief Tech/Sci/R&D Officer | - | 30/11/18 |
Judy Ricketts
COO | Chief Operating Officer | - | 19/04/20 |
Marc Zabicki
CIO | Chief Investment Officer | - | - |
Althea Brown
LAW | General Counsel | - | 30/06/23 |
Sara Dadyar
HRO | Human Resources Officer | - | 12-31 |
Bill Sappington
PRN | Corporate Officer/Principal | - | 15/07/22 |
- | - | ||
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 | 20/11/14 |
William Glavin
BRD | Director/Board Member | 65 | 31/12/16 |
Edward Bernard
BRD | Director/Board Member | 68 | 05/05/20 |
Anne Mulcahy
BRD | Director/Board Member | 70 | 07/05/13 |
Richard Schifter
BRD | Director/Board Member | 71 | 31/12/04 |
James Putnam
CHM | Chairman | 69 | 31/12/04 |
Dan Arnold
CEO | Chief Executive Officer | 59 | 31/12/06 |
Corey Thomas
BRD | Director/Board Member | 48 | 30/04/19 |
Allison Mnookin
BRD | Director/Board Member | 53 | 03/06/18 |
Albert Ko
BRD | Director/Board Member | 49 | 08/01/23 |
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
![address LPL Financial Holdings Inc](https://cdn.zonebourse.com/static/address/6880559.png)
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
|
Sector
1st Jan change | Capi. | |
---|---|---|
+4.23% | 158B | |
+17.25% | 154B | |
+7.11% | 135B | |
+23.37% | 121B | |
-10.51% | 34.47B | |
+10.86% | 25.62B | |
-16.09% | 18.13B | |
+44.58% | 16.93B | |
+1.98% | 15.21B |
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