LPL Holdings, Inc. was founded in 1989 and is headquartered in San Diego, California. As a leading retail investment advisory firm, LPL Holdings focuses on providing financial advisors and institutions with comprehensive brokerage and investment services. The company offers a range of products, including investment research, advisory tools, and technology platforms, enabling advisors to better serve their clients' needs.
| Bond Name | Country | Maturity | Coupon(%) | |
|---|---|---|---|---|
| LPLA 4.00% 2029-03-15 USDLPL Holdings, Inc. | United States | 2029-03-15 | 4.000 | 4.68 |
| LPLA 4.00% 2029-03-15 USDLPL Holdings, Inc. | United States | 2029-03-15 | 4.000 | 4.70 |
| LPLA 4.38% 2031-05-15 USDLPL Holdings, Inc. | United States | 2031-05-15 | 4.375 | 5.07 |
| LPLA 4.38% 2031-05-15 USDLPL Holdings, Inc. | United States | 2031-05-15 | 4.375 | 5.06 |
| LPLA 4.63% 2027-11-15 USDLPL Holdings, Inc. | United States | 2027-11-15 | 4.625 | 4.69 |
| LPLA 4.63% 2027-11-15 USDLPL Holdings, Inc. | United States | 2027-11-15 | 4.625 | 4.66 |
| LPLA 4.90% 2028-04-03 USDLPL Holdings, Inc. | United States | 2028-04-03 | 4.900 | 4.45 |
| LPLA 5.15% 2030-06-15 USDLPL Holdings, Inc. | United States | 2030-06-15 | 5.150 | 4.67 |
| LPLA 5.20% 2030-03-15 USDLPL Holdings, Inc. | United States | 2030-03-15 | 5.200 | 4.64 |
| LPLA 5.65% 2035-03-15 USDLPL Holdings, Inc. | United States | 2035-03-15 | 5.650 | 5.37 |
| LPLA 5.75% 2035-06-15 USDLPL Holdings, Inc. | United States | 2035-06-15 | 5.750 | 5.38 |
| LPLA 6.75% 2028-11-17 USDLPL Holdings, Inc. | United States | 2028-11-17 | 6.750 | 4.39 |
Company overview and issue history are AI generated, and should not be cited or relied on without verification.
LPL Holdings began issuing bonds in 2010 as part of its financing strategy to support growth and enhance its capital structure. A notable issuance occurred in 2017 when the company raised $600 million through a senior unsecured note offering, which was utilized for refinancing and general corporate purposes. As of 2023, LPL's bond yields are competitive within the financial services sector, reflecting the firm’s robust credit profile and strong performance amidst evolving market conditions.