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LPLA – LPL Financial Holdings Inc

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Recommendation Rating

2

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2

3

4

5

1 = STRONG BUY | 2 = BUY | 3 = HOLD | 4 = UNDERPERFORM | 5 = SELL

Analysts’ Price Targets

Mean 246.11

Low: 220

High: 285

Total Analysts: 10

Company Profile

LPL Financial Holdings Inc. is a broker-dealer company that provides a platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. The Company provides its technology and service to advisors through a technology platform that is cloud-based and Web-accessible. The Company offers a customizable platform of integrated technology, brokerage and advisory platforms, digital capabilities, clearing and compliance services, business solutions, and strategic growth resources. It automates time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing. The Company’s products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, retirement plan products, separately managed accounts, structured products and unit investment trusts.

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