William Francis  Glavin, Jr. net worth and biography

William Glavin, Jr. Biography and Net Worth

Director of LPL Financial

Mr. Glavin served as chair of OppenheimerFunds, Inc., a global asset management firm (“OppenheimerFunds”), from 2009 until 2015, as chief executive officer from 2009 until 2014, and as president from 2009 until 2013. OppenheimerFunds is a majority owned subsidiary of MassMutual Financial Group (“MassMutual”), a mutual life insurance company, at which Mr. Glavin held several senior executive positions prior to joining OppenheimerFunds. He served as co-chief operating officer of MassMutual from 2007 to 2008, executive vice president, U.S. Insurance Group of MassMutual from 2006 to 2008, president and chief executive officer of Babson Capital Management LLC (“Babson”), an asset management firm and subsidiary of MassMutual, from 2005 until 2006 and chief operating officer of Babson from 2003 to 2005. Prior to joining MassMutual, Mr. Glavin was president and chief operating officer of Scudder Investments, an asset management firm, from 2000 to 2003. Mr.Glavin received his B.A. in Economics and Accounting from the College of the Holy Cross.

Mr. Glavin’s pertinent qualifications include his experience over the course of a 25-year career in the financial services industry, including as a chief executive officer and chief operating officer; extensive experience in strategic planning and talent management, in part based on his success in leading Oppenheimer through a period of significant market turbulence; a deep understanding of financial product distribution, compliance and operations, including technology demands in the financial services industry; and experience overseeing broker-dealers, including MassMutual’s broker-dealer MML Investor Services, LLC.

What is William Francis Glavin, Jr.'s net worth?

The estimated net worth of William Francis Glavin, Jr. is at least $720,861.75 as of May 4th, 2023. Mr. Glavin, Jr. owns 2,775 shares of LPL Financial stock worth more than $720,862 as of April 18th. This net worth estimate does not reflect any other investments that Mr. Glavin, Jr. may own. Learn More about William Francis Glavin, Jr.'s net worth.

How do I contact William Francis Glavin, Jr.?

The corporate mailing address for Mr. Glavin, Jr. and other LPL Financial executives is 4707 EXECUTIVE DRIVE, SAN DIEGO CA, 92121. LPL Financial can also be reached via phone at (800) 877-7210 and via email at [email protected]. Learn More on William Francis Glavin, Jr.'s contact information.

Has William Francis Glavin, Jr. been buying or selling shares of LPL Financial?

William Francis Glavin, Jr. has not been actively trading shares of LPL Financial during the past quarter. Most recently, on Thursday, May 4th, William Francis Glavin, Jr. bought 557 shares of LPL Financial stock. The stock was acquired at an average cost of $180.23 per share, with a total value of $100,388.11. Following the completion of the transaction, the director now directly owns 2,775 shares of the company's stock, valued at $500,138.25. Learn More on William Francis Glavin, Jr.'s trading history.

Who are LPL Financial's active insiders?

LPL Financial's insider roster includes Dan Arnold (CEO), Matthew Audette (CFO), Matthew Enyedi (Director), Edward Fandrey (Director), William Glavin, Jr. (Director), Aneri Jambusaria (Director), Sallie Larsen (Director), Michelle Oroschakoff (Director), Scott Seese (Director), Brent Simonich (CAO), Richard Steinmeier (Director), and George White (Director). Learn More on LPL Financial's active insiders.

Are insiders buying or selling shares of LPL Financial?

In the last twelve months, LPL Financial insiders bought shares 1 times. They purchased a total of 557 shares worth more than $100,388.11. In the last twelve months, insiders at the financial services provider sold shares 10 times. They sold a total of 75,999 shares worth more than $19,681,884.73. The most recent insider tranaction occured on February, 26th when Director Kabir Sethi sold 1,300 shares worth more than $346,450.00. Insiders at LPL Financial own 1.0% of the company. Learn More about insider trades at LPL Financial.

Information on this page was last updated on 2/26/2024.

William Francis Glavin, Jr. Insider Trading History at LPL Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/4/2023Buy557$180.23$100,388.112,775View SEC Filing Icon  
3/8/2022Buy1,760$141.59$249,198.40View SEC Filing Icon  
See Full Table

William Francis Glavin, Jr. Buying and Selling Activity at LPL Financial

This chart shows William Francis Glavin Jr's buying and selling at LPL Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

LPL Financial Company Overview

LPL Financial logo
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 enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based 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 products; 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 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.
Read More

Today's Range

Now: $259.77
Low: $257.76
High: $261.23

50 Day Range

MA: $262.60
Low: $248.13
High: $273.77

2 Week Range

Now: $259.77
Low: $179.00
High: $274.35

Volume

295,695 shs

Average Volume

531,498 shs

Market Capitalization

$19.41 billion

P/E Ratio

19.03

Dividend Yield

0.46%

Beta

0.84