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    Chris O'Brien

    Research Analyst at Barclays

    Chris O'Brien is an Equity Research Analyst at Barclays specializing in consumer and retail sector coverage, providing detailed analysis of leading companies in these industries. He is known for his research on companies such as Best Buy, delivering market insights and actionable investment recommendations, though publicly verifiable performance metrics and rankings are limited. Chris O'Brien began his career in equity research and has built experience through his tenure at Barclays, though prior firms and a full career timeline were not found. Professional credentials, securities licenses, and notable recognition were not available in the public domain.

    Chris O'Brien's questions to LPL Financial Holdings (LPLA) leadership

    Chris O'Brien's questions to LPL Financial Holdings (LPLA) leadership • Q1 2025

    Question

    Chris O'Brien, on behalf of Benjamin Budish at Barclays, asked about the strong performance in annuity sales, inquiring about the key drivers and the contribution from recent acquisitions.

    Answer

    Executive Matthew Audette explained that the strength in annuity sales was driven by two main factors. He attributed approximately three-quarters of the recent growth to the full onboarding of Prudential, a firm with a significant insurance and annuity business. The remaining quarter of the growth came from LPL's core business, reflecting adviser and client demand in the current rate environment. However, he cautioned that sales commissions from these products might moderate in future quarters if market volatility and interest rates change.

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