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STOCK DATA

Recent & Upcoming Dates

Date Event Details
Summary Toggle February 04, 2021 5:00 PM EST

LPL Financial Holdings Fourth Quarter 2020 Earnings Call

Listen to webcast
View Press Release 211.3 KB
Summary Toggle December 02, 2020 5:00 PM EST

LPL Financial to Acquire Waddell & Reed’s Wealth Management Business

View Press Release 307.1 KB
View Presentation 146.6 KB
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Corporate Reports

2020 Proxy Statement
2019 Annual Report
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RECENT QUARTERLY RESULTS

LPL Financial Holdings Third Quarter 2020 Earnings Call
LPL Financial Announces Third Quarter 2020 Results 890.9 KB
LPL Financial Q3 2020 Key Metrics Presentation 929.2 KB
LPL Financial Q3 2020 Historical Information 540.2 KB
LPL Financial Q3 2020 Earnings Transcript 174.5 KB
LPL Financial Q3 2020 Form 10Q 1.5 MB
LPL Financial Q3 2020 Investor Presentation 1.7 MB
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RECENT MONTHLY RESULTS
LPL Financial November 2020 Monthly Metrics 300.7 KB
LPL Financial November 2020 Monthly Metrics Dashboard 124 KB
LPL Financial November 2020 Monthly Metrics Historical File 124.6 KB
LPL Financial October 2020 Monthly Metrics 239.9 KB
LPL Financial October 2020 Monthly Metrics Dashboard 376.3 KB
LPL Financial October 2020 Monthly Metrics Historical File 146 KB
LPL Financial August 2020 Monthly Metrics 244.1 KB
LPL Financial August 2020 Monthly Metrics Dashboard 395.2 KB
LPL Financial August 2020 Monthly Metrics Historical File 146 KB
LPL Financial July 2020 Monthly Metrics 164.7 KB
LPL Financial July 2020 Monthly Metrics Historical File 131.3 KB
LPL Financial July 2020 Monthly Metrics Dashboard 373 KB
LPL Financial May 2020 Monthly Metrics 164.7 KB
LPL Financial May 2020 Monthly Metrics Historical File 146.2 KB
LPL Financial May 2020 Monthly Metrics Dashboard 373.3 KB
LPL Financial April 2020 Monthly Metrics 160.8 KB
LPL Financial April 2020 Monthly Metrics Historical File 146 KB
LPL Financial April 2020 Monthly Metrics Dashboard 373.5 KB
LPL Financial February 2020 Monthly Metrics 154 KB
LPL Financial February 2020 Monthly Metrics Historical File 138.5 KB
LPL Financial February 2020 Monthly Metrics Dashboard 372.9 KB
LPL Financial January 2020 Monthly Metrics 154.1 KB
LPL Financial January Monthly Metrics Historical File 140.2 KB
LPL Financial January 2020 Monthly Metrics Dashboard 372.6 KB
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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
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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
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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.
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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
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