LPL Financial Holdings Inc (LPLA)
Industry Capital Markets
This stock can be held in an Investment ISA and an Investment Account
Sell
$289.00
Buy
$304.00
$-11.56 (-3.84%)
Prices updated at 01 Apr 2026, 23:11 EDT
| Prices minimum 15 mins delay
Prices in USD
LPL Financial Holdings Inc operates as a broker through its subsidiaries. The company provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions.
Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
- Key stats
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- Fair value
- Dividends
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- Financials
- Valuation
- Profile
Sector
Financial Services
Industry
Capital Markets
Chairman
Mr. James S. Putnam
CEO
Mr. Richard Steinmeier
Most recent earnings
31 Dec 2025
Fiscal year end
31 Dec 2025
Employees
10,000
Head office
4707 Executive Drive
San Diego
United States
92121
Key personnel
Owner name | Salary |
|---|---|
Mr. Somesh Khanna Independent Director | - |
Ms. Anne M. Mulcahy Independent Director | 0.13m |
Mr. Edward Cage Bernard Independent Director | 0.13m |
Mr. Matthew J. Audette President and Chief Financial Officer | 0.65m |
Ms. H. Paulett Eberhart Independent Director | 0.14m |
Mr. Richard Paul Schifter Independent Director | 0.12m |
Mr. James S. Putnam Chairman of the Board | 0.25m |
Ms. Allison H. Mnookin Independent Director | 0.14m |
Mr. Corey E. Thomas Independent Director | 0.13m |
Mr. William Francis Glavin, Jr Independent Director | 0.13m |
Mr. Richard Steinmeier Director and Chief Executive Officer | 0.66m |
Mr. Matthew Enyedi Group Managing Director and Chief Client Officer | 0.52m |
Mr. Greg Gates Group Managing Director, Chief Technology and Information Officer | 0.55m |
Mr. Albert J Ko Independent Director | 0.12m |
Ms. Aneri Jambusaria Group Managing Director and Chief Wealth Officer | - |
Mr. Marc Eliot Cohen Group Managing Director and Chief Growth Officer | - |
Ms. Katharine Reeping Chief Accounting Officer | - |
Ms. Emily Field Group Managing Director and Chief People Officer | - |
Mr. Matthew Morningstar Group Managing Director and Chief Legal Officer | - |
Top 5 shareholders
Owner name | No. of shares |
|---|---|
| Vanguard Group Inc | 8,148,558 |
| BlackRock Inc | 4,976,517 |
| Dodge & Cox | 3,948,970 |
| Principal Global Investors LLC | 3,813,584 |
| Janus Capital Management LLC | 3,725,317 |
Director dealings
Date | Action |
|---|---|
| 31 Dec 2025 | - |
| 09 Dec 2025 | - |
| 05 Dec 2025 | - |
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Please note that past performance is not a reliable indicator of future returns.
