LPL FINANCIAL LLC Overview
Lpl Financial Llc is an investment advisor that manages 116.6 BN dollars in regulatory AUM and has 20311 employees, of which 11675 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/06 to 06/30/21. The fund's latest filing disclosed 105BN in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/06 to 06/30/21. The fund's latest filing disclosed 105BN in positions, representing 90% of the manager's regulatory AUM.
LPL FINANCIAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LPL FINANCIAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 2.72% | ETF | 13.42% | 0% | 1 | 15% | ||
| VTI | 2.31% | ETF | 13.91% | 0.01% | 2 | 16% | ||
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FEATURED IN
LPL FINANCIAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark Stephen Casady | Chairman Of The Board And Chief Executive Officer | December-2005 |
| George Burton White | Managing Director, Chief Investment Officer, Research | November-2007 |
| Dan Hogan Jr Arnold | President | March-2015 |
| Mark Robert Helliker | Managing Director, Client Support Services | August-2008 |
| John Andrew Kalbaugh | Managing Director And President, Institution Services | March-2015 |
| Sallie Rebecca Larsen | Managing Director, Chief Human Capital Officer | May-2012 |
| Victor Peter Iii Fetter | Managing Director, Chief Information Officer | December-2012 |
| David Paul Bergers | Managing Director, Legal And Government Relations; Director | August-2013 |
| Michelle Oroschakoff | Managing Director, Chief Risk Officer | September-2013 |
| Sharyn J Handelsman | Managing Director, Chief Compliance Officer, Brokerage | January-2014 |
| Paul Middlemiss | Executive Vice President, Chief Compliance Officer, Advisory | May-2011 |
| William Paul Jr Morrissey | Managing Director And President, Independent Advisor Services | March-2015 |
| Mary Frances Schott | Managing Director, Client Experience And Training | June-2014 |
| Ryan Christopher Parker | Managing Director, Investment And Planning Solutions | June-2014 |
| Thomas Dominic Lux | Executive Vice President, Chief Financial Officer | March-2015 |
LPL FINANCIAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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LPL FINANCIAL LLC Investment Strategy
LPL FINANCIAL LLC Portfolio Concentration
LPL FINANCIAL LLC Location
75 STATE STREET, 24TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02109
BOSTON, Massachusetts
UNITED STATES, 02109
LPL FINANCIAL LLC Contact Information
Phone Number: 617-423-3644
Fax Number: 617-556-2811
Website: null
Fax Number: 617-556-2811
Website: null
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