Investor Relations

Recent & Upcoming Dates

Date	Event Details
Summary Toggle August 11, 2021 1:00 PM EDT	LPL Financial to Present at the UBS Financial Services Virtual Conference PDF Listen to webcast
Summary Toggle July 29, 2021 5:00 PM EDT	LPL Financial Holdings Second Quarter 2021 Earnings Call Listen to webcast View Dial In Information 13.6 KB LPL Financial Announces Second Quarter 2021 Results 565.4 KB LPL Financial Q2 2021 Key Metrics Presentation 575.2 KB LPL Financial Q2 2021 Historical Information 861.2 KB LPL Financial Q2 2021 Earnings Transcript 171.3 KB LPL Financial Q2 2021 Form 10Q 557 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