LPL Financial

Update in progress

LPLA (NasdaqGS)

Company RatingNeutral
SectorFinancial Services
IndustryCapital Markets

LPL Financial Holdings Inc. provides an integrated platform of brokerage and investment advisory services to independent financial advisors and institutional advisers in the United States. It offers products including mutual funds, equities, fixed income, annuities, alternatives, retirement and 529 plans, and insurance; client cash programs with FDIC-insured sweeps and cash/money market accounts. It also supports fee-based platforms, retirement solutions, planning tools, trust and custody services, trading and portfolio rebalancing, insurance brokerage, and tech tools. Founded in 1989, based in San Diego.

Company score

Sentiment: 0.49; SentimentMeasures the overall tone of recent coverage and discussion about the company.−10 negative · 0 neutral · +10 positive
Environment: 0.00; EnvironmentAssesses the company’s environmental impact, risks, and sustainability practices.−10 negative · 0 neutral · +10 positive
Social: -0.02; SocialAssesses the company’s influence on employees, customers, communities, and wider society.−10 negative · 0 neutral · +10 positive
Governance: -0.29; GovernanceAssesses leadership, accountability, transparency, and business ethics.−10 negative · 0 neutral · +10 positive
Sustainability: -0.07; SustainabilityCombines environmental, social, and governance signals into an overall sustainability score.−10 negative · 0 neutral · +10 positive
Impact Score: 0.21; Impact ScoreCombines sentiment and sustainability performance into an assessment of the company’s overall impact.−10 negative · 0 neutral · +10 positive