Investor Relations

Recent & Upcoming Dates

Event Details

July 25, 2019 5:00 PM EDT

May 22, 2019 9:00 AM EDT

Recent Monthly Results

Title	Documents
LPLA August 2019 Monthly Metrics	Add Files LPLA August 2019 Monthly Metrics 173.8 KB
LPLA August 2019 Monthly Metrics Dashboard	Add Files LPLA August 2019 Monthly Metrics Dashboard 390.9 KB
LPLA Historical Monthly Activity through August 2019	Add Files LPLA Historical Monthly Activity through August 2019 139.8 KB

Recent News Releases

Date	Title and Summary	Additional Formats
Toggle Summary Sep 19, 2019	LPL Financial Reports Monthly Activity for August 2019 SAN DIEGO, Sept. 19, 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 ) (the “Company”), today released its monthly activity report for August 2019.	View HTML LPLA August 2019 Monthly Metrics 173.8 KB
Toggle Summary Aug 21, 2019	LPL Financial Reports Monthly Activity for July 2019 SAN DIEGO, Aug. 21, 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 July 2019.	View HTML LPLA July 2019 Monthly Metrics 155.9 KB
Toggle Summary Aug 1, 2019	LPL Financial Closes Acquisition of Allen & Company All 33 advisors serving ~$3 billion of client assets joined LPL SAN DIEGO , Aug. 01, 2019 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (collectively with its subsidiaries, LPL) today announced the closing of its acquisition of Allen & Company of Florida ( Allen & Company ), a	View HTML PDF Version