Skip to main navigation
  • Fee Schedules
  • Disclosures
  • Account Login
LPL Financial Corporate Logo
  • Log In
  • Fee Schedules
  • Disclosures
  • Join LPL
    Back to Main Menu Join LPL Join LPL Join LPL Join LPL Join LPL Why Choose LPL
    Why Choose LPL
    • The LPL Financial Philosophy
    • News and Insights
    • White Paper Library
    • The Self Clearing Advantage
    • Professional Referral Network
    • Women Advisors
    Establishing Your Business
    Establishing Your Business
    • Business Model Options
    • Payouts and Pricing
    • Transitioning Your Practice
    • eRegistration Kit
    Managing Your Business
    Managing Your Business
    • Services and Support
    • LPL Technology
    • Products and Platforms
    • Research
    • LPL Business Solutions
    Growing Your Business
    Growing Your Business
    • Consulting
    • Conferences and Training
    • Financial Growth
    • Selling Your Business
    • Marketing Support
  • Work With a Financial Professional
    Back to Main Menu Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Objective Advice
    Objective Advice
    • LPL Financial Regulatory Oversight
    • Financial Tools & Resources
    Before You Invest
    Before You Invest
    • LPL Financial Professionals
    • Financial Objectives and Risk
    After You Invest
    After You Invest
    Find a Financial Professional
    Find a Financial Professional
  • About LPL
    Back to Main Menu About Us What We Do
    What We Do
    • Mission & Values
    • Our History
    Social Responsibility
    Social Responsibility
    • The Sustainability Report
    • Diversity and Inclusion
    • Community Involvement
    • Environmental Sustainability
    • Responsible Business Practices
    Careers at LPL
    Careers at LPL
    • Company Culture
    • Work at LPL
    • Application Process
    • Benefits and Perks
    • Search Jobs
    Our Financial Strength
    Our Financial Strength
    • Corporate Snapshot
    • From the CEO
  • Media
    Back to Main Menu Media Media Media Media Marketing Blog
    Marketing Blog
    Press Releases
    Press Releases
    Press Room
    Press Room
    • Asset Library
    • Media Coverage
    • LPL Stories
  • Newsroom
    Back to Main Menu Newsroom Newsroom Newsroom Newsroom Managing Your Business
    Managing Your Business
    Managing Your Clients
    Managing Your Clients
    Managing Wealth
    Managing Wealth
    LPL Research
    LPL Research
    • Market Signals Podcast
    • Weekly Market Commentary
    • Midyear Outlook 2021
Menu

Investor Relations

  • Investor Relations Home
  • Financials & Filings
  • Events & Presentations
  • New Advisor and Institution Partnerships
  • Stock & Debt Information
  • Corporate Governance
close
ClientWorks for Advisors

ClientWorks for Advisors

Access everything needed to power your practice--from day-to-day operations, to client communications and portfolio management—all from one integrated workstation.

LOG IN
Account View for Investors

Account View for Investors

View your account balances, activity, and financial documents—safely, securely, and 24/7—from one platform designed with the investor in mind.

LOG IN
 
 
  •  
  •  
  •  
  •  

Investor Relations

:

|

High / Low

STOCK DATA

Recent & Upcoming Dates

Date Event Details
Summary Toggle February 01, 2011 8:45 AM EST

Morgan Stanley Financials Conference

View Presentation 510.1 KB
Summary Toggle February 08, 2011 8:30 AM EST

LPL Financial Holdings Earnings Call

View Presentation 229.7 KB
VIEW EVENTS

Corporate Reports

2021 Annual Report
2022 Proxy Statement
Sustainability Report 2021
VIEW REPORTS

RECENT QUARTERLY RESULTS

LPL Financial Holdings First Quarter 2022 Earnings Call
LPL Financial Announces First Quarter 2022 Results 1.9 MB
LPL Financial Q1 2022 Key Metrics Presentation 1.6 MB
LPL Financial Q1 2022 Investor Presentation 1.7 MB
LPL Financial Q1 2022 Historical Information-PDF 366.2 KB
LPL Financial Q1 2022 Historical Information-XLXS 422.4 KB
LPL Financial Q1 2022 Earnings Transcript 238.6 KB
LPL Financial Q1 2022 Form 10Q 898.1 KB
VIEW QUARTERLY RESULTS
RECENT MONTHLY RESULTS
LPL Financial May 2022 Monthly Metrics 291.2 KB
LPL Financial May 2022 Monthly Metrics Dashboard 139.7 KB
LPL Financial May 2022 Monthly Metrics Historical File 145.4 KB
LPL Financial April 2022 Monthly Metrics 277.8 KB
LPL Financial April 2022 Monthly Metrics Dashboard 139.1 KB
LPL Financial April 2022 Monthly Metrics Historical File 143.6 KB
LPL Financial February 2022 Monthly Metrics 154 KB
LPL Financial February 2022 Monthly Metrics Dashboard 66.1 KB
LPL Financial February 2022 Monthly Metrics Historical File 143.6 KB
LPL Financial January 2022 Monthly Metrics 208.1 KB
LPL Financial January 2022 Monthly Metrics Dashboard 99.4 KB
LPL Financial January 2022 Monthly Metrics Historical File 129.6 KB
VIEW MONTHLY RESULTS

Recent News Releases

Date Title and Summary Additional Formats
Toggle Summary Jun 14, 2022 LPL Financial Reports Monthly Activity for May 2022
SAN DIEGO, June 14, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for May 2022. Total advisory and brokerage assets at the end of May were approximately $1.12
View HTML
LPL Financial May 2022 Monthly Metrics 291.2 KB
Toggle Summary Jun 7, 2022 LPL Financial To Present At The Morgan Stanley US Financials, Payments & CRE Conference
SAN DIEGO, June 07, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Chief Financial Officer Matt Audette will present at the Morgan Stanley US Financials, Payments & CRE Conference on June 14. The presentation takes place at 11 a.m. ET.
View HTML
PDF Version
Toggle Summary May 19, 2022 LPL Financial Reports Monthly Activity for April 2022
SAN DIEGO, May 19, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for April 2022. Total advisory and brokerage assets at the end of April were approximately $1.10
View HTML
PDF Version 277.8 KB
VIEW NEWS
  • Join LPL
  • Work With a Financial Professional
  • About Us
  • Media
  • Newsroom
  • Investor Relations
  • Careers at LPL
  • Terms of Service
  • Contact Us
  • Sitemap
  • Fee Schedules
  • SEC Share Class Initiative and Settlement
  • Privacy/Security
  • Disclosures
  • Exercise CCPA Rights
Austin LPL Financial
13620 N FM 620 Building C, Suite 200
Austin, TX 78717

Boston LPL Financial
75 State Street, 22nd Floor
Boston, MA 02109

Fort Mill LPL Financial
1055 LPL Way
Fort Mill, SC 28217

San Diego LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091

© 2022 LPL Financial Holdings
Member FINRA/SIPC

Contact LPL: (800) 877-7210
CA Insurance Lic. #0518721