Investor Relations

Recent & Upcoming Dates

Event Details

October 24, 2019 5:00 PM EDT

July 25, 2019 5:00 PM EDT

Recent Monthly Results

Title	Documents
LPLA October 2019 Monthly Metrics	Add Files LPLA October 2019 Monthly Metrics 154.8 KB
LPLA October 2019 Monthly Metrics Dashboard	Add Files LPLA October 2019 Monthly Metrics Dashboard 388.2 KB
LPLA Historical Monthly Activity through October 2019	Add Files LPLA Historical Monthly Activity through October 2019 140 KB

Recent News Releases

Date	Title and Summary	Additional Formats
Toggle Summary Nov 12, 2019	LPL Financial Announces Completion of Leverage-Neutral Transaction Amending Senior Secured Credit Facilities and Offering Senior Unsecured Notes SAN DIEGO, Nov. 12, 2019 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, the “Company”) today announced that its wholly owned subsidiary, LPL Holdings, Inc. (“LPL Holdings”), has completed the previously announced amendment of its senior secured	View HTML LPLA October 2019 Monthly Metrics 154.8 KB
Toggle Summary Nov 12, 2019	LPL Financial Reports Monthly Activity for October 2019 SAN DIEGO, Nov. 12, 2019 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today released its monthly activity report for October 2019.	View HTML PDF Version
Toggle Summary Nov 7, 2019	LPL Financial Announces Pricing of Leverage-Neutral Transaction Amending Senior Secured Credit Facilities and Offering Senior Unsecured Notes SAN DIEGO, Nov. 07, 2019 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) today announced that its wholly owned subsidiary, LPL Holdings, Inc. (“LPL Holdings”), has secured commitments to reprice its term loan B, increase the size of its revolving credit facility from $500 million to	View HTML PDF Version