Market Center

LPL Financial – Research and House of Charts


Stocks - Enter a ticker symbol of the stock for which you wish to retrieve a quote. Here you have access to a TipSheet containing the following comprehensive company information:

  • Pricing and Performance
  • Business Overview
  • Company Performance
  • Current Investment Ratings
  • First Call Consensus Estimate
  • Pricing Momentum
  • Short Interest
  • Key Measures
  • Company Snapshot

Funds - Enter a ticker symbol of the mutual fund for which you wish to retrieve a quote. Here you have access to a TipSheet containing the following comprehensive fund information:

  • Current Pricing
  • Fund Composition
  • Growth of $10,000 Chart

Portfolio - Use this tool to hypothetically track your portfolio. To set up your Portfolio, fill in the desired fields (without using any commas) and click on the 'Register' button. This will take you to 'Edit Portfolio'. At this point you may add more securities by clicking 'Add Securities'.


Charts - View charts and other stock information from Thomson, including:

  • Interactive Charting
  • Stock Screening
  • First Call Center which offers access to the following reports:
    • First Call Snapshots - These free reports offer earnings data including current quarter and current fiscal year estimates, recommendations, price to earnings ratios and more.
    • Splits and Dividends - Free report that outlines the companies that have issued stock holder of record dates for this week.
    • Estimate Revisions - Free reports updating recent revisions made to estimates.
    • Estimate Surprises - Free reports highlighting positive and negative earnings surprises.
    • Upcoming Announcements - Free report listing the 10 most heavily followed companies expected to report earnings the next day.
    • First Call Commentary - Free comprehensive analysis from Chuck Hill, Director of Research at First Call.


Investment Tools

Financial Calculators - Choose from the menu of interactive investment calculators.

Financial Glossary - Acquaint yourself with financial terms with this online financial dictionary.


Check the background of this firm on FINRA's BrokerCheck.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker-dealers and are not affiliated with LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value