LPL Financial Holdings Inc.

A leading platform of tech, brokerage, and advisory services for independent financial advisors.

LPLA | NDAQ

Overview

Corporate Details

ISIN(s):: US50212V1008
LEI:
Country:: United States of America
Address:: 4707 EXECUTIVE DRIVE, 92121 SAN DIEGO
Website:: https://lplfinancial.lpl.com/
Sector:: Mining and quarrying
Industry:: Extraction of natural gas

Description

LPL Financial Holdings Inc. is a leading wealth management firm and the largest independent broker-dealer in the United States. The company provides an integrated platform of technology, brokerage, and investment advisory services to a network of more than 29,000 independent financial advisors and financial institutions. LPL equips its partners with comprehensive resources, including objective market research, sophisticated wealth management solutions, compliance support, and operational services. This enables financial professionals to offer personalized guidance to their clients, covering financial planning, investment advice, insurance, and banking solutions. As of June 2025, the firm services or custodies approximately $1.9 trillion in brokerage and advisory client assets, positioning itself as a key partner for advisors seeking to build and manage their practices with greater flexibility and ownership.

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Insider Transactions

Date	Insider Name	Position	Type	Shares	Value
No insider transactions recorded for this company.

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