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LPLA NASDAQ

LPL Financial Holdings Inc.
1W: -2.5% 1M: -11.2% 3M: -13.5% YTD: -20.6% 1Y: -25.1% 3Y: +54.8% 5Y: +105.3%
$285.19
-2.17 (-0.75%)
 
Weekly Expected Move ±5.3%
$268 $284 $300 $315 $331
NASDAQ · Financial Services · Financial - Capital Markets · Alpha Radar Strong Sell · Power 31 · $23.0B mcap · 80M float · 1.17% daily turnover · Short 36% of daily vol
Smart Money Score
Moderate 50
Insider
Congress1 trades
ETF Holdings
Key Statistics
Market Cap$23.0B
52W Range281.51-403.58
Volume1,062,470
Avg Volume928,162
Beta0.58
Dividend$1.20
Analyst Ratings
12 Buy 10 Hold 0 Sell
Consensus Buy
Company Info
CEORichard Steinmeier
Employees9,118
SectorFinancial Services
IndustryFinancial - Capital Markets
IPO Date2010-11-18
Websitelpl.com
4707 Executive Drive
San Diego, CA 92121
US
800 877 7210
About LPL Financial Holdings Inc.

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.

Recent Insider Trades

NameTypeSharesPriceDate
Thomas Corey E. A-Award 712 2026-05-15
Thomas Corey E. A-Award 348 2026-05-15
SCHIFTER RICHARD P A-Award 712 2026-05-15
SCHIFTER RICHARD P A-Award 348 2026-05-15
Putnam James S A-Award 712 2026-05-15

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms