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LPL Financial Holdings Inc (LPLA) - Financial and Strategic SWOT Analysis Review

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    SWOT Analysis

  • 37 Pages
  • April 2023
  • GlobalData
  • ID: 2705016
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LPL Financial Holdings Inc (LPLA) - Financial and Strategic SWOT Analysis Review provides you an in-depth strategic SWOT analysis of the company’s businesses and operations. The profile has been compiled by the publisher to bring to you a clear and an unbiased view of the company’s key strengths and weaknesses and the potential opportunities and threats. The profile helps you formulate strategies that augment your business by enabling you to understand your partners, customers and competitors better.

The profile contains critical company information including:

  • Business description - A detailed description of the company’s operations and business divisions.
  • Corporate strategy - Analyst’s summarization of the company’s business strategy.
  • SWOT Analysis - A detailed analysis of the company’s strengths, weakness, opportunities and threats.
  • Company history - Progression of key events associated with the company.
  • Major products and services - A list of major products, services and brands of the company.
  • Key competitors - A list of key competitors to the company.
  • Key employees - A list of the key executives of the company.
  • Executive biographies - A brief summary of the executives’ employment history.
  • Key operational heads - A list of personnel heading key departments/functions.
  • Important locations and subsidiaries - A list and contact details of key locations and subsidiaries of the company.
  • Detailed financial ratios for the past five years - The latest financial ratios derived from the annual financial statements published by the company with 5 years history.
  • Interim ratios for the last five interim periods - The latest financial ratios derived from the quarterly/semi-annual financial statements published by the company for 5 interims history.


LPL Financial Holdings Inc (LPL), through its subsidiaries, offers retail finance advisory and independent broker-dealer solutions. Its product offering comprises fixed and variable annuities, mutual funds, equities, alternative investments, retirement plans, insurance and fixed income, 529 education savings plans, and cash sweep program. The company’s services include portfolio construction, advisory and brokerage platforms, comprehensive clearing and compliance, integrated technology and services, independent research, and practice management programs and training. LPL also offers investment analytics, proposal generation, and portfolio modeling. It serves financial institutions and independent financial advisors through offices in Boston, Fort Hill, and San Diego. LPL is headquartered in San Diego, California, the US.

Key benefits of buying this profile include:

You get detailed information about the company and its operations to identify potential customers and suppliers.
  • The profile analyzes the company’s business structure, operations, major products and services, prospects, locations and subsidiaries, key executives and their biographies and key competitors.
Understand and respond to your competitors’ business structure and strategies, and capitalize on their weaknesses. Stay up to date on the major developments affecting the company.
  • The company’s core strengths and weaknesses and areas of development or decline are analyzed and presented in the profile objectively. Recent developments in the company covered in the profile help you track important events.
Equip yourself with information that enables you to sharpen your strategies and transform your operations profitably.
  • Opportunities that the company can explore and exploit are sized up and its growth potential assessed in the profile. Competitive and/or technological threats are highlighted.
Scout for potential investments and acquisition targets, with detailed insight into the companies’ strategic, financial and operational performance.
  • Financial ratio presented for major public companies in the profile include the revenue trends, profitability, growth, margins and returns, liquidity and leverage, financial position and efficiency ratios.
Gain key insights into the company for academic or business research.
  • Key elements such as SWOT analysis, corporate strategy and financial ratios and charts are incorporated in the profile to assist your academic or business research needs.
Note: Some sections may be missing if data is unavailable for the company

Table of Contents

Section 1 - About the Company
  • LPL Financial Holdings Inc - Key Facts
  • LPL Financial Holdings Inc - Key Employees
  • LPL Financial Holdings Inc - Key Employee Biographies
  • LPL Financial Holdings Inc - Major Products and Services
  • LPL Financial Holdings Inc - History
  • LPL Financial Holdings Inc - Company Statement
  • LPL Financial Holdings Inc - Locations And Subsidiaries
  • Head Office
  • Other Locations & Subsidiaries
Section 2 - Company Analysis
  • Company Overview
  • LPL Financial Holdings Inc - Business Description
  • LPL Financial Holdings Inc - Corporate Strategy
  • LPL Financial Holdings Inc - SWOT Analysis
  • SWOT Analysis - Overview
  • LPL Financial Holdings Inc - Strengths
  • LPL Financial Holdings Inc - Weaknesses
  • LPL Financial Holdings Inc - Opportunities
  • LPL Financial Holdings Inc - Threats
  • LPL Financial Holdings Inc - Key Competitors
Section 3 - Company Financial Ratios
  • Financial Ratios - Capital Market Ratios
  • Financial Ratios - Annual Ratios
  • Performance Chart
  • Financial Performance
  • Financial Ratios - Interim Ratios
  • Financial Ratios - Ratio Charts
Section 4 - Appendix
  • Methodology
  • Ratio Definitions
  • About the Publisher
  • Contact the Publisher
  • Disclaimer
List of Tables
  • LPL Financial Holdings Inc, Key Facts
  • LPL Financial Holdings Inc, Key Employees
  • LPL Financial Holdings Inc, Key Employee Biographies
  • LPL Financial Holdings Inc, Major Products and Services
  • LPL Financial Holdings Inc, History
  • LPL Financial Holdings Inc, Other Locations
  • LPL Financial Holdings Inc, Subsidiaries
  • LPL Financial Holdings Inc, Key Competitors
  • LPL Financial Holdings Inc, Ratios based on current share price
  • LPL Financial Holdings Inc, Annual Ratios
  • LPL Financial Holdings Inc, Interim Ratios
  • Currency Codes
  • Capital Market Ratios
  • Equity Ratios
  • Profitability Ratios
  • Cost Ratios
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios
List of Figures
  • LPL Financial Holdings Inc, Performance Chart (2018 - 2022)
  • LPL Financial Holdings Inc, Ratio Charts

Companies Mentioned

A selection of companies mentioned in this report includes:

  • Fidelity Brokerage Services LLC
  • UBS Financial Services Inc
  • Edward D Jones & Co LP
  • TD Ameritrade Holding Corp
  • Raymond James Financial Services Advisors, Inc.
  • Morgan Stanley
  • Cetera Financial Group Inc
  • The Charles Schwab Corp
  • Ameriprise Financial Inc
  • BofA Securities Inc
  • Commonwealth Financial Network
  • Cambridge Investment Research, Inc.