LPLA (LPL Financial Holdings) Marketable Securities : $123 Mil (As of Mar. 2025)

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What is LPL Financial Holdings Marketable Securities?

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. LPL Financial Holdings's Marketable Securities for the quarter that ended in Mar. 2025 was $123 Mil.

LPL Financial Holdings's annual Marketable Securities increased from Dec. 2022 ($37 Mil) to Dec. 2023 ($76 Mil) but then declined from Dec. 2023 ($76 Mil) to Dec. 2024 ($42 Mil).

LPL Financial Holdings Marketable Securities Historical Data

The historical data trend for LPL Financial Holdings's Marketable Securities can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

LPL Financial Holdings Marketable Securities Chart

LPL Financial Holdings Annual Data

Trend

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Marketable Securities

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9.75

19.67

36.76

76.09

42.27

LPL Financial Holdings Quarterly Data
	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25
Marketable Securities	Get a 7-Day Free Trial															43.43	75.96	95.94	42.27	122.73

LPL Financial Holdings Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

LPL Financial Holdings (NAS:LPLA) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

LPL Financial Holdings Marketable Securities Related Terms

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LPL Financial Holdings Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » LPL Financial Holdings Inc (NAS:LPLA) » Definitions » Marketable Securities

Comparable Companies

Traded in Other Exchanges

7LI:Germany

Address

4707 Executive Drive, San Diego, CA, USA, 92121

Website

https://www.lpl.com

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.

Executives

Aneri Jambusaria	officer: Managing Director	C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Matthew J Audette	officer: Chief Financial Officer	C/O DAVIS POLK & WARDWELL, 450 LEXINGTON AVENUE, NEW YORK NY 10017
Richard Steinmeier	officer: Managing Director	C/O LPL FINANCIAL HOLDINGS, INC., 75 STATE STREET, 22ND FLOOR, BOSTON MA 02109
Matthew Enyedi	officer: Managing Director	C/O LPL FINANCIAL HOLDINGS, INC., 75 STATE STREET, 22ND FLOOR, BOSTON MA 02109
Dan H. Arnold	officer: MD & Division President, FIS	C/O LPL INVESTMENT HOLDINGS INC., ONE BEACON STREET, BOSTON MA 02108
Greg Gates	officer: Managing Director	C/O LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Kabir Sethi	officer: Managing Director	C/O LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Sallie R. Larsen	officer: MD, Chief Human Cap. Officer	ONE BEACON STREET, 22ND FLOOR, BOSTON MA 02018
Althea Brown	officer: Managing Director	C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Glavin William Francis Jr	director	6803 SOUTH TUCSON WAY, CENTENNIAL CO 80112
Richard P Schifter	director	301 COMMERCE STREET, SUITE 3300, FORT WORTH TX 76102
Michelle Oroschakoff	officer: MD, Chief Risk Officer	75 STATE STREET, 24TH FLOOR, BOSTON MA 02109
Albert J Ko	director	C/O LPL FINANCIAL HOLDINGS INC., 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121
Brent Simonich	officer: EVP, CAO and Treasurer	C/O E*TRADE FINANCIAL CORP., 11 TIMES SQUARE, 32ND FLOOR, NEW YORK NY 10036-9992
Edward Fandrey	officer: Managing Director	C/O LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO CA 92121