LPL Financial Holdings is a holding company. Through its subsidiaries, Co. is engaged in the retail financial advice market and independent broker-dealer. Co.'s product and solution access include: Commission-Based Products, which include variable and fixed annuities, mutual funds, equities, and insurance, among others; Fee-Based Advisory Platforms and Support, which include wrap-fee programs, mutual fund asset allocation programs, digital advice program, financial planning services, and retirement plan consulting services; and Client Cash Programs, which manage their clients' cash balances through money market programs and insured cash sweep vehicles at various banks. The LPLA stock yearly return is shown above.
The yearly return on the LPLA stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2019 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the LPLA annual return calculation with any dividends reinvested as applicable (on ex-dates).
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