LPLA
LPL Financial Holdings Inc. · Financial Services
LPL Financial Holdings Inc. · Financial Services
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Financial Services
Financial - Capital Markets
9,118
2010-11-18
0.57

LPL Financial (NASDAQ: LPLA - Get Free Report) and Interactive Brokers Group (NASDAQ: IBKR - Get Free Report) are both large-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, dividends, analyst recommendations, profitability and earnings. Dividends LPL Financial pays an annual

SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

Family Wealth Partners LLC cut its position in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) by 3.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 102,005 shares of the financial services provider's stock after selling 3,639 shares during the quarter.

SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Kelly Lawrence and Vin Sbano have joined Linsco by LPL Financial to launch Gibson Financial Group of LPL Financial. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management.

LPLA's total brokerage and advisory assets hit $2.43T in February, up 33% YoY, while client cash and NNAs showed mixed trends.
Thomas Corey E.
director
7 SH @ $0.00
2026-03-24
SCHIFTER RICHARD P
director
19 SH @ $0.00
2026-03-24
Putnam James S
director
10 SH @ $0.00
2026-03-24
Mnookin Allison
director
3 SH @ $0.00
2026-03-24
Glavin William Francis Jr
director
15 SH @ $0.00
2026-03-24
EBERHART PAULETT
director
5 SH @ $0.00
2026-03-24
BERNARD EDWARD C
director
4 SH @ $0.00
2026-03-24
Cohen Marc Eliot
officer: Group Managing Director
2,212 SH @ $77.53
2026-03-09