Login
No login? Register now to unlock hella tokens
No login? Register now to unlock hella tokens
Log In person
LPL Financial Holdings Inc logo
LPL Financial Holdings Inc LPLA
summarize 11 total product lines
calendar_month Revenue as of 12/31/2023
Reporting Segmentarrow_drop_up Product Line Amount (USD) Percentage
keyboard_arrow_right Reporting Segment & Product Line Amount (USD) Percentage
Advisory
Investment Advisory for Consumers
These companies advise consumers on managing their assets.
4.14B 41.14%
Asset-Based
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
2.38B 23.65%
Commission
Annuity Broker
These companies sell annuities on behalf of insurance companies.
1.48B 14.75%
Commission
Investment Fund Distributor
These companies sell money management services to consumers on behalf of investment funds.
0.67B 6.63%
Commission
Fixed Income Broker
These companies broker fixed income securities.
0.15B 1.53%
Commission
Full Service Securities Brokerage for Individuals
These companies provide brokerage services to individual consumers. This is usually conducted as part of a larger financial advisory service, although revenues are derived primarily from trading commissions.
0.14B 1.37%
Commission
Equity Broker
These companies broker equity securities.
0.11B 1.10%
Interest Income
Diversified Commercial and Consumer Loans and Securities
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
0.16B 1.59%
Other
Direct Investment Funds for Businesses, Governments, and Individuals (Equity and Fixed Income)
These companies are the assets purchased by businesses and governments (via pension funds). These often include both equity and fixed-income assets, and are managed by a third-party. NOTE: These firms are NOT being paid for fund management; rather they are the funds themselves.
0.12B 1.18%
Service and Fee
Software Platform for Asset Managers
These companies provide software and platforms used by asset managers and financial institutions for making and managing investments on behalf of clients.
0.51B 5.06%
Transaction
Transaction Processing Services for Financial Institutions
These companies provide transactional processing services to financial institutions. These services include, but are not limited to processing the card application, initiating service for the cardholder, processing each card transaction for the issuing retailer or financial institution and accumulating the account's transactions.
0.2B 1.99%
keyboard_arrow_right keyboard_arrow_down
Advisory
Investment Advisory for Consumers
4.14B 41.14%
keyboard_arrow_right
These companies advise consumers on managing their assets.
keyboard_arrow_right keyboard_arrow_down
Asset-Based
Asset Management for Businesses, Governments, and Individuals (Cash and Money Market)
2.38B 23.65%
keyboard_arrow_right
These companies invest the assets of businesses, consumers, and governments in money market portfolios.
keyboard_arrow_right keyboard_arrow_down
Commission
Annuity Broker
1.48B 14.75%
keyboard_arrow_right
These companies sell annuities on behalf of insurance companies.
keyboard_arrow_right keyboard_arrow_down
Commission
Investment Fund Distributor
0.67B 6.63%
keyboard_arrow_right
These companies sell money management services to consumers on behalf of investment funds.
keyboard_arrow_right keyboard_arrow_down
Commission
Fixed Income Broker
0.15B 1.53%
keyboard_arrow_right
These companies broker fixed income securities.
keyboard_arrow_right keyboard_arrow_down
Commission
Full Service Securities Brokerage for Individuals
0.14B 1.37%
keyboard_arrow_right
These companies provide brokerage services to individual consumers. This is usually conducted as part of a larger financial advisory service, although revenues are derived primarily from trading commissions.
keyboard_arrow_right keyboard_arrow_down
Commission
Equity Broker
0.11B 1.10%
keyboard_arrow_right
These companies broker equity securities.
keyboard_arrow_right keyboard_arrow_down
Interest Income
Diversified Commercial and Consumer Loans and Securities
0.16B 1.59%
keyboard_arrow_right
These companies provide loans to businesses and consumers. These loans are used to finance a variety of products, such as vehicles, equipment, and construction projects. Includes mortgages. These companies are typically banks that also deal in investment securities.
keyboard_arrow_right keyboard_arrow_down
Other
Direct Investment Funds for Businesses, Governments, and Individuals (Equity and Fixed Income)
0.12B 1.18%
keyboard_arrow_right
These companies are the assets purchased by businesses and governments (via pension funds). These often include both equity and fixed-income assets, and are managed by a third-party. NOTE: These firms are NOT being paid for fund management; rather they are the funds themselves.
keyboard_arrow_right keyboard_arrow_down
Service and Fee
Software Platform for Asset Managers
0.51B 5.06%
keyboard_arrow_right
These companies provide software and platforms used by asset managers and financial institutions for making and managing investments on behalf of clients.
keyboard_arrow_right keyboard_arrow_down
Transaction
Transaction Processing Services for Financial Institutions
0.2B 1.99%
keyboard_arrow_right
These companies provide transactional processing services to financial institutions. These services include, but are not limited to processing the card application, initiating service for the cardholder, processing each card transaction for the issuing retailer or financial institution and accumulating the account's transactions.