LPL Financial Holdings Inc (LPLA)

Industry Capital Markets

This stock can be held in an Investment ISA and an Investment Account

Sell

$360.00

Buy

$400.00

arrow-down$-6.49 (-1.68%)

Prices updated at 12 Dec 2025, 23:46 EST

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.

NASDAQ

-1.69%

NASDAQ

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Sector

Financial Services

Industry

Capital Markets

Chairman

Mr. James S. Putnam

CEO

Mr. Richard Steinmeier

Most recent earnings

31 Dec 2024

Fiscal year end

31 Dec 2024

Employees

10,116

Head office

4707 Executive Drive

San Diego

United States

92121

+1 800 877-7210

investor.relations@lpl.com

Company website

Key personnel

Owner name chevron-l-regular chevron-r-regular	Salary
Mr. Matthew J. Audette President and Chief Financial Officer	0.65m
Ms. Katharine Reeping Chief Accounting Officer	-
Ms. Anne M. Mulcahy Independent Director	0.13m
Mr. Edward Cage Bernard Independent Director	0.13m
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 Managing Director, Client Success	0.52m
Mr. Greg Gates Managing Director, Chief Technology and Information Officer	0.55m
Mr. Albert J Ko Independent Director	0.12m
Ms. Aneri Jambusaria Managing Director, Wealth Management	-
Ms. Sara Dadyar Managing Director and Chief Human Resources Officer	-
Mr. Marc Eliot Cohen Managing Director, Business Strategy and Innovation	-

Top 5 shareholders

Owner name chevron-l-regular chevron-r-regular	No. of shares
Vanguard Group Inc	7,986,766
BlackRock Inc	4,976,517
Boston Partners Global Investors, Inc	3,669,326
Janus Capital Management LLC	3,359,213
Dodge & Cox	3,329,255

Director dealings

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Please note that past performance is not a reliable indicator of future returns.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.