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 06/30/16. The fund's latest filing disclosed 12BN in positions, representing 10% of the manager's regulatory AUM.

LPL FINANCIAL LLC StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

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LPL FINANCIAL LLC Since Last Filing Return Details

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FEATURED IN
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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

LPL FINANCIAL LLC Investment Strategy

LPL FINANCIAL LLC Portfolio Concentration

LPL FINANCIAL LLC Location

75 STATE STREET, 24TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02109

LPL FINANCIAL LLC Contact Information

Phone Number: 617-423-3644
Fax Number: 617-556-2811
Website:

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