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STOCK DATA

Recent & Upcoming Dates

Date Event Details
Summary Toggle March 23, 2023 4:05 PM EDT

LPL Financial to Release February 2023 Monthly Metrics

Summary Toggle February 14, 2023 11:05 AM EST

LPL Financial to Present at the Credit Suisse 24th Annual Financial Services Forum

Listen to the February 14, 2023 Webcast
LPL Financial Presentation at the Credit Suisse 24th Annual Financial Services Forum - Transcript 207.2 KB
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Corporate Reports

2022 Proxy Statement
2021 Annual Report
Sustainability Report 2021
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RECENT QUARTERLY RESULTS

LPL Financial Holdings Fourth Quarter 2022 Earnings Call
LPL Financial Announces Fourth Quarter 2022 Results 330.7 KB
LPL Financial Q4 2022 Key Metrics Presentation 532.9 KB
LPL Financial Q4 2022 Investor Presentation 904.2 KB
LPL Financial Q4 2022 Historical Information-PDF 801.2 KB
LPL Financial Q4 2022 Historical Information-XLXS 321.3 KB
LPL Financial Q4 2022 Outlook Summary 152.6 KB
LPL Financial Q4 2022 Earnings Transcript 292 KB
VIEW QUARTERLY RESULTS
RECENT MONTHLY RESULTS
LPL Financial February 2023 Monthly Metrics 110.3 KB
LPL Financial February 2023 Monthly Metrics Historical File 90.2 KB
LPL Financial January 2023 Monthly Metrics 112.4 KB
LPL Financial January 2023 Monthly Metrics Dashboard 134.2 KB
LPL Financial January 2023 Monthly Metrics Historical File 95.6 KB
VIEW MONTHLY RESULTS

Recent News Releases

Date Title and Summary Additional Formats
Toggle Summary Mar 23, 2023 LPL Financial Reports Monthly Activity For February 2023
SAN DIEGO, March 23, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for February 2023. Total advisory and brokerage assets at the end of February were
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Toggle Summary Feb 14, 2023 LPL Financial Reports Monthly Activity for January 2023
SAN DIEGO, Feb. 14, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for January 2023. Total advisory and brokerage assets at the end of January were
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PDF Version 109.5 KB
Toggle Summary Feb 7, 2023 LPL Financial to Present at the Credit Suisse 24th Annual Financial Services Forum
SAN DIEGO, Feb. 07, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced that Chief Financial Officer Matt Audette will present at the Credit Suisse 24 th Annual Financial Services Forum on February 14. The presentation takes place at 11:05 a.m. ET.
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