Investor Relations

Recent & Upcoming Dates

Date	Event Details
Summary Toggle October 25, 2018 5:00 PM EDT	LPL Financial Holdings Third Quarter 2018 Earnings Call Listen to webcast
Summary Toggle July 26, 2018 5:00 PM EDT	LPL Financial Holdings Second Quarter 2018 Earnings Call Listen to webcast LPL Financial Announces Second Quarter 2018 Results 915.7 KB LPL Financial Q2 2018 Key Metrics Presentation 533.4 KB LPL Financial Q2 2018 Historical Quarterly Activity 130.2 KB LPL Financial Q2 2018 Historical Monthly Activity 127.3 KB LPL Financial Q2 2018 Historical Management Statement of Operations 138.3 KB LPL Financial Q2 2018 Earnings Call Transcript 183.1 KB
Summary Toggle June 13, 2018 11:00 AM EDT	LPL Financial Presenting at William Blair’s 38th Annual Growth Stock Conference View Press Release 205.6 KB

Title	Documents
LPLA Historical Monthly Activity through August 2018	Add Files LPLA Historical Monthly Activity through August 2018 96.5 KB
LPLA August 2018 Monthly Metrics	Add Files LPLA August 2018 Monthly Metrics 103.6 KB

Date	Title and Summary	Additional Formats
Toggle Summary May 5, 2008	LPL Financial Expands Offering Into the Registered Investment Advisor (RIA) and Hybrid Markets LPL Financial Offering Becomes the Broadest Available for Independent Advisors Industry Veteran, Gary Gallagher, to Lead Initiative	View HTML LPL Financial Expands Offering Into the Registered Investment Advisor (RIA) and Hybrid Markets 11.6 KB
Toggle Summary May 13, 2008	LPL Financial Expands Fee-Based Platform With Launch Of “Model Wealth Portfolios” New Fee-Based Platform Available to Firm’s 11,000 Financial Advisors	View HTML LPL Financial Expands Fee-Based Platform With Launch Of “Model Wealth Portfolios” 11 KB
Toggle Summary Feb 18, 2009	LPL Financial’s New Hybrid RIA Platform Reaches $1 Billion AUM, Attracts Large Advisors From Multiple Channels in First Quarter of Offering LPL Financial’s New Hybrid RIA Platform Reaches $1 Billion AUM, Attracts Large Advisors From Multiple Channels in First Quarter of Offering LPL Financial’s New Hybrid RIA Platform Reaches $1 Billion AUM, Attracts Large Advisors From Multiple Channels in First Quarter of Offering Boston, Mass.	View HTML LPL Financial’s New Hybrid RIA Platform Reaches $1 Billion AUM, Attracts Large Advisors From Multiple Channels in First Quarter of Offering 10.8 KB