LPL Financial Holdings:
The Leader in the Independent Broker/Dealer Market

Recently Released!!!
Date Published: July 29, 2015
Summary Power Point Deck: 32 Slides
Reference Power Point Deck: 639 Slides

LPL Financial Holdings was founded as Life Insurance Securities Corporation (Linsco) in 1968 and is based in Boston, MA and San Diego, CA. The firm has three corporate offices, 3,047 employees, 13,673 reps, 4.3 million accounts, $438.4 billion assets under administration, $4.1 billion revenues, $3.8 billion expenses, $291 million operating income, $182 million net profits, & $259 million adjusted net profits. LPL Financial Holdings is a public company trading on the NASDAQ under LPLA and is led by its CEO Mark Casady. Its web sites can be found at,, &

LPL Financial Holdings' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Linsco Captive Phase
  • Linsco Independent Phase
  • LPL Investment Holdings Emergence & Expansion Phase
  • Institutionalization Phase
Its profile includes the key statistics of the firm, including its number of corporate offices, employees, licensed employees, reps, net new reps, clients, accounts, assets under administration, revenues, gross margin, expenses, operating income, adjusted EBITDA, interest expense, loss on extinguishment of debt, income taxes, net profits, & adjusted net profits.
Its profile includes detailed outlines of its core businesses:
  • Independent Broker/Dealer Business
  • Bank Business
  • Custom Clearing Business
  • Fortigent
And its profile concludes with the highlights of its organizational structure & ownership.

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