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STOCK DATA

Recent & Upcoming Dates

Date Event Details
Summary Toggle April 29, 2021 5:00 PM EDT

LPL Financial Holdings First Quarter 2021 Earnings Call

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Press Release 210.1 KB
Summary Toggle March 16, 2021 4:05 PM EDT

LPL Financial to Release February 2021 Monthly Metrics

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Corporate Reports

2021 Proxy Statement
2020 Annual Report
Sustainability Report 2020
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RECENT QUARTERLY RESULTS

LPL Financial Holdings Fourth Quarter 2020 Earnings Call
LPL Financial Announces Fourth Quarter 2020 Results 298.5 KB
LPL Financial Q4 2020 Key Metrics Presentation 373.2 KB
LPL Financial Q4 2020 Historical Information 601.2 KB
LPL Financial Q4 2020 Earnings Transcript 186 KB
LPL Financial Q4 2020 Form 10K 1.2 MB
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RECENT MONTHLY RESULTS
LPL Financial February 2021 Monthly Metrics 208 KB
LPL Financial February 2021 Monthly Metrics Dashboard 124.3 KB
LPL Financial February 2021 Monthly Metrics Historical File 139.4 KB
LPL Financial January 2021 Monthly Metrics 210.4 KB
LPL Financial January 2021 Monthly Metrics Dashboard 122.5 KB
LPL Financial January 2021 Monthly Metrics Historical File 139.1 KB
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Recent News Releases

Date Title and Summary Additional Formats
Toggle Summary Sep 15, 2020 LPL Financial Reports Monthly Activity for August 2020
SAN DIEGO, Sept. 15, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today released its monthly activity report for August 2020.
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LPL Financial August 2020 Monthly Metrics 244.1 KB
Toggle Summary Nov 29, 2016 LPL FINANCIAL WELCOMES INTEGRATED FINANCIAL PARTNERS View HTML
Toggle Summary Feb 25, 2015 Barron's Ranks 29 LPL Financial Advisors Among The Best In The Industry Nationwide
Barron's Ranks 29 LPL Financial Advisors Among The Best In The Industry Nationwide SAN DIEGO - Feb. 25, 2015 - LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc.
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Barron's Ranks 29 LPL Financial Advisors Among The Best In The Industry Nationwide 15.6 KB
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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

© 2021 LPL Financial Holdings
Member FINRA/SIPC

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