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Blue Chip Growth

Stock Report: LPL Financial Holdings Inc. (LPLA) Report Updated: Sep 29, 2014 | Print This Page

Get more stock ratings by Louis Navellier

LPL Financial Holdings Inc. (LPLA)

Rating: Hold Volatility: Conservative
Total Grade: C Industry: Capital Markets
Competitors: HNNA, GARS, LAZ, JNS

Stock Analysis

Rating: Monthly View

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Rating: Weekly View

This Week: C down no change
Last Week: C same no change
Two Weeks Ago: C up no change
service keys

LPL Financial Holdings Inc.© quotemedia

Company Profile

LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. The company’s brokerage offerings include variable and fixed annuities, mutual funds, general securities, alternative investments, retirement and 529 education savings plans, and fixed income; and insurance offerings comprise personalized advance case design, point-of-sale service, and product support for a range of life, disability, and long-term care products. Its fee-based advisory platforms and support solutions offer access to no-load/load-waived mutual funds, exchange-traded funds, stocks, bonds, conservative option strategies, unit investment trusts and no-load, institutional money managers, and multi-manager variable annuities through five platforms, as well as third-party equity research and asset-management services, and fee-based advisory and consulting services to retirement plans. The company’s cash sweep programs consist of money market sweep vehicles and an insured bank deposit sweep vehicles. Its services also include tools and services that enable advisors to maintain their practice; and trust, investment management oversight, and custodial services for estates and families, as well as technology and open architecture investment management solutions to trust departments of financial institutions. The company provides its services to approximately 12,800 independent financial advisors from a range of firms, including wirehouses, regional and insurance broker dealers, banks, and other independent firms; and registered investment advisors, and advisors at small and mid-sized financial institutions. 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 1968 and is based in Boston, Massachusetts.

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