Investor Relations

Recent & Upcoming Dates

Date	Event Details
Summary Toggle April 30, 2020 5:00 PM EDT	LPL Financial Holdings First Quarter 2020 Earnings Call Listen to webcast LPL Financial Announces First Quarter 2020 Results 872.9 KB LPL Financial Q1 2020 Key Metrics Presentation 976.9 KB LPL Financial Q1 2020 Historical Information 374.7 KB LPL Financial Q1 2020 Earnings Transcript 195.6 KB LPL Financial Q1 2020 Investor Presentation 1.4 MB
Summary Toggle March 11, 2020 12:15 PM EDT	LPL Financial to Present at the Wolfe Research 2020 FinTech Forum Listen to webcast

Title	Documents
LPLA April 2020 Monthly Metrics	Add Files LPLA April 2020 Monthly Metrics 160.8 KB
LPLA April 2020 Monthly Metrics Dashboard	Add Files LPLA April 2020 Monthly Metrics Dashboard 373.5 KB
LPLA Historical Monthly Activity through April 2020	Add Files LPLA Historical Monthly Activity through April 2020 146 KB

Date	Title and Summary	Additional Formats
Toggle Summary May 18, 2020	LPL Financial Reports Monthly Activity for April 2020 SAN DIEGO, May 18, 2020 (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 April 2020.	View HTML LPLA April 2020 Monthly Metrics 160.8 KB
Toggle Summary Apr 30, 2020	LPL Financial Announces First Quarter 2020 Results First Quarter 2020 Key Performance Indicators Earnings per share ("EPS") increased 7% year-over-year to $1.92.  -- Net Income was $156 million, up slightly year-over-year. EPS Prior to Amortization of Intangible Assets** increased 7% year-over-year to $2.06.	View HTML LPL Financial Announces First Quarter 2020 Results 872.9 KB
Toggle Summary Apr 2, 2020	LPL Financial Announces First Quarter 2020 Earnings Release Date and Conference Call SAN DIEGO, April 02, 2020 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, announced it will report first quarter financial results after the market	View HTML View Press Release 211.5 KB