LPL Financial (LPLA:NASDAQ) Investor Relations Material

Overview

LPL Financial Holdings Inc. is a leading provider of comprehensive brokerage and investment advisory services in the United States. With a focus on aiding independent financial advisors and those working in financial advisor enterprises, the company offers a wide range of offerings, including variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, insurance and alternative investments. Notably, the company provides an advisory platform spanning mutual funds, exchange-traded funds, stocks, bonds, certain option strategies and institutional money managers. LPL Financial Holdings Inc. also offers retirement solutions for commission and fee-based services, allowing advisors to provide brokerage services, consultation and advice to retirement plan sponsors. The company serves as a reliable partner for advisors looking to foster the growth of their practices, offering a suite of valuable services and tools, including investment analytics, portfolio modeling and proposal generation. Founded in 1989 and headquartered in San Diego, California, LPL Financial Holdings Inc. was formerly known as LPL Investment Holdings Inc. and rebranded in June 2012.

Frequently Asked Questions

What is LPL Financial's ticker?

LPL Financial's ticker is LPLA

What exchange is LPL Financial traded on?

The company's shares trade on the NASDAQ stock exchange

Where are LPL Financial's headquarters?

They are based in San Diego, California

How many employees does LPL Financial have?

There are 1001-5000 employees working at LPL Financial

What is LPL Financial's website?

It is lpl.com

What type of sector is LPL Financial?

LPL Financial is in the Financial sector

What type of industry is LPL Financial?

LPL Financial is in the Investment Brokerage - National industry

Who are LPL Financial's peers and competitors?

The following five companies are LPL Financial's industry peers:

- INTL Fcstone Inc

- Interactive Brokers Group

- Arden Partners plc

- E TRADE Financial Corp.

- Electra Private Equity Plc