Investor Relations

Recent & Upcoming Dates

Event Details

October 24, 2019 5:00 PM EDT

July 25, 2019 5:00 PM EDT

Recent Monthly Results

Title	Documents
LPLA October 2019 Monthly Metrics	Add Files LPLA October 2019 Monthly Metrics 154.8 KB
LPLA October 2019 Monthly Metrics Dashboard	Add Files LPLA October 2019 Monthly Metrics Dashboard 388.2 KB
LPLA Historical Monthly Activity through October 2019	Add Files LPLA Historical Monthly Activity through October 2019 140 KB

Recent News Releases

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