LPL Financial Holdings Inc  

(Public, NASDAQ:LPLA)   Watch this stock  
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May 22 - Close
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Currency in USD
Range     -
52 week 38.34 - 53.97
Open     -
Vol / Avg. 0.00/1.39M
Mkt cap 4.10B
P/E 24.36
Div/yield 0.25/2.34
EPS 1.75
Shares 96.10M
Beta 1.20
Inst. own 103%
Jul 28, 2015
Q2 2015 LPL Financial Holdings Inc Earnings Release (Estimated) - 9:30AM EDT - Add to calendar
May 11, 2015
LPL Financial Holdings Inc Annual Shareholders Meeting
Apr 30, 2015
Q1 2015 LPL Financial Holdings Inc Earnings Release
Apr 30, 2015
Q1 2015 LPL Financial Holdings Inc Earnings Call
More events from DailyFinance »    

Key stats and ratios

Q4 (Dec '14) 2014
Net profit margin 4.40% 4.07%
Operating margin 8.46% 7.92%
EBITD margin - 11.05%
Return on average assets 4.89% 4.40%
Return on average equity 19.14% 17.19%
Employees 3,384 -
CDP Score - -


75 State St Fl 24
BOSTON, MA 02109-1827
United States - Map
+1-617-4233644 (Phone)
+1-302-6555049 (Fax)

Website links

External links

Analyst Estimates - MarketWatch
SEC Filings - EDGAR Online
Major Holders - MSN Money


LPL Financial Holdings Inc., formerly LPL Investment Holdings Inc., is a holding company. The Company provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions (collectively advisors) in the United States of America. Through its custody and clearing platform, the Company provides access to diversified financial products and services enabling its advisors to offer independent financial advice and brokerage services to retail investors (clients). As of December 31, 2011, the Company provided services to approximately 12,800 advisors across the country. In addition, as of December 31, 2011, the Company supported approximately 4,000 financial advisors with customized clearing, advisory platforms and technology solutions. In April 2012, LPL Financial LLC, a wholly owned subsidiary of the Company, acquired Fortigent, LLC.

Officers and directors

Mark S. Casady Chairman of the Board, Chief Executive Officer
Age: 54
Bio & Compensation  - Reuters
Dan H. Arnold Jr President
Age: 50
Bio & Compensation  - Reuters
James S. Putnam Independent Vice Chairman of the Board
Age: 60
Bio & Compensation  - Reuters
Thomas D. Lux Acting Chief Financial Officer
Bio & Compensation  - Reuters
George B. White Chief Investment Officer, Managing Director - Research
Age: 45
Bio & Compensation  - Reuters
Victor P. Fetter Chief Information Officer, Managing Director
Age: 46
Bio & Compensation  - Reuters
Michelle B Oroschakoff Chief Risk Officer, Managing Director
Age: 53
Bio & Compensation  - Reuters
David P. Bergers General Counsel, Managing Director - Legal and Government Relations
Age: 47
Bio & Compensation  - Reuters
Mark R. Helliker Managing Director - Clearing and Compliance Services
Age: 51
Bio & Compensation  - Reuters
J. Andrew Kalbaugh Managing Director - Institution Services
Age: 51
Bio & Compensation  - Reuters