LPL Investment Holdings Inc Overview and Analysis

LPL Investment Holdings Inc is a leading provider of investment and financial services. Founded in 1969, the company has a rich history of innovation and growth.

LPL's parent company, LPL Financial, was acquired by Franklin Resources in 2016 for $4.4 billion. This acquisition marked a significant milestone in LPL's evolution.

As of 2022, LPL Financial serves over 19,000 financial advisors across the US, making it one of the largest independent broker-dealers in the country.

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LPL Financial has a large network of advisors, with over 28,000 financial advisors supported by the company.

These advisors have access to a wealth of resources, including business management teams and dedicated consultants, which helps them focus on client service.

LPL Financial Holdings Inc. (LPLA) manages approximately $1.8 trillion in brokerage and advisory assets for 6 million Americans.

The company's integrated wealth management platform provides advisors with the tools they need to succeed, while also offering a level of autonomy that is attractive to experienced advisors like Marcus Alexander.

Carl Hanks has been in the industry since 1991 and focuses on serving corporate executives, business owners, and affluent families.

He chose LPL after extensive due diligence, citing the firm's open-architecture digital platform and robust support system as key factors.

Hanks has reunited with Larry Forlenza and the Morristown Wealth Management team, bringing their expertise to the group.

Together, they manage assets for their clients, offering specialized services in areas such as retirement income planning and tax planning.

Their experience and dedication to their clients have earned them a reputation as trusted advisors in their community.

As a team, they have a long history of helping their clients achieve their financial goals, and they continue to grow and evolve with the changing needs of their clients.

Jeffrey Grange has joined LPL Financial's employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management.

He brings approximately $300 million in advisory, brokerage and retirement plan assets to LPL.

Operating from a new Linsco office in Santa Barbara, California, Grange primarily serves high-net-worth individuals and affluent families.

Grange was motivated by LPL's extensive size, scale, and ability to operate without conflicts of interest.

LPL Financial currently supports over 28,000 financial advisors and 1,200 financial institutions, managing approximately $1.8 trillion in brokerage and advisory assets for 6 million Americans.

Grange gains access to LPL's integrated wealth management platform and business resources through Linsco.

This allows him to focus on client service while outsourcing operations, technology, and administrative tasks.

LPL Investment Holdings Inc offers a range of investment products and services through its affiliated broker-dealers.

Their financial advisors can help clients create a customized investment portfolio tailored to their individual needs and goals.

LPL Financial Advisors have access to a wide range of investment products, including mutual funds, exchange-traded funds, and individual stocks.

These investment products can be used to create a diversified portfolio that can help reduce risk and increase potential returns.

Their investment products can be used in combination with other financial services, such as retirement planning and estate planning, to create a comprehensive financial plan.

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Lpl Financial Holdings Inc is a company that provides integrated brokerage and investment advisory services to independent financial advisors and financial institutions in the United States.

The stock of Lpl Financial Holdings Inc has seen significant growth, increasing 48.55% in one year and outperforming other stocks in the Capital Markets industry.

Its stock last closed at $346.21, up 2.35% from the previous day, and is currently 84.95% above its 52-week low of $187.19.

The company has over 74.88 million shares outstanding, with a market capitalization of $25.92 billion.

In the last 24 hours, 559,565 shares of Lpl Financial Holdings Inc were traded.

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In the world of investment and portfolio management, there are several competitors vying for your attention.

Robo-advisors like Betterment and Wealthfront are changing the game with their low-cost, automated investment services. They offer diversified portfolios and tax-loss harvesting, making them a popular choice for beginners.

Fidelity Investments and Vanguard are well-established players in the industry, offering a wide range of investment products and services. Their low fees and high-quality research make them a favorite among experienced investors.

Robinhood is another competitor worth mentioning, known for its commission-free trading and user-friendly interface. However, its lack of research and analysis tools may not be suitable for more complex investment strategies.

Ultimately, the choice of investment platform depends on your individual needs and goals.

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LPL Investment Holdings Inc offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States.

Their fundamental analysis shows a mixed picture. The valuation of LPLA is considered low, with a score of 2/6.

LPLA's future growth prospects are more promising, with a score of 4/6.

However, their past performance is a concern, with a score of 2/6.

Their financial health is relatively stable, with a score of 3/6.

Unfortunately, LPLA does not offer dividends, with a score of 0/6.

This suggests that investors may need to consider other factors when evaluating LPLA as an investment opportunity.

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