LPL Financial Holdings Inc. Long-Term Investments

Long-Term Investments of LPLA for past 10 years: annual, quarterly and twelve month trailing (TTM) including Long-Term Investments growth rates and interactive chart. An accounting item that represents the company's investments, including stocks, bonds, real estate, and cash. Long-term investments are assets that a company intends to hold for more than a year. The long-term investment account differs largely from the short-term investment account in that short-term investments will most likely be sold, whereas the long-term investments will not be sold for years and, in some cases, may never be sold.


Highlights and Quick Summary

  • Long-Term Investments for the quarter ending March 30, 2021 was $59.9 Million (a 41.07% increase compared to previous quarter)
  • Year-over-year quarterly Long-Term Investments decreased by -1.22%
  • Annual Long-Term Investments for 2020 was $42.5 Million (a -27.06% decrease from previous year)
  • Annual Long-Term Investments for 2019 was $58.3 Million (a 37.82% increase from previous year)
  • Annual Long-Term Investments for 2018 was $42.3 Million (a 42.26% increase from previous year)
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Historical Long-Term Investments of LPL Financial Holdings Inc.

Most recent Long-Term Investmentsof LPLA including historical data for past 10 years.

Interactive Chart of Long-Term Investments of LPL Financial Holdings Inc.

LPL Financial Holdings Inc. Long-Term Investments for the past 10 Years (both Annual and Quarterly)

(All values are in $ million)

Year Q1 Q2 Q3 Q4 Fiscal Year
2021 $59.94
2020 $42.49 $64.78 $60.68 $43.56 $42.49
2019 $58.25 $45.82 $41.19 $40.37 $58.25
2018 $42.27 $45.46 $37.06 $26.84 $42.27
2017 $29.71 $25.25 $26.19 $20.61 $29.71
2016 $25.83 $21.7 $21.85 $20.21 $25.83
2015 $27.84 $27.46 $20.59 $25.64 $27.84
2014 $22.06 $22.27 $14.37 $17.24 $22.06
2013 $15.82 $15.61 $17.72 $19.21 $15.82
2012 $18.29 $14.83 $17.01 $15.84 $18.29
2011 $17.46 $17.69 $21.39 $21.11 $17.46
2010 $18.82 $29.14 $18.82

Business Profile of LPL Financial Holdings Inc.

Sector: Financial Services
Industry: Capital Markets
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.