Investor Relations

Recent & Upcoming Dates

Date	Event Details
Summary Toggle March 11, 2020 12:15 PM EDT	LPL Financial to Present at the Wolfe Research 2020 FinTech Forum Listen to webcast
Summary Toggle February 27, 2020 11:20 AM EST	LPL Financial to Present at Credit Suisse’s 21st Annual Financial Services Forum Listen to webcast View Press Release 202.3 KB View Presentation 1.6 MB

Title	Documents
LPLA February 2020 Monthly Metrics	Add Files LPLA February 2020 Monthly Metrics 154 KB
LPLA February 2020 Monthly Metrics Dashboard	Add Files LPLA February 2020 Monthly Metrics Dashboard 372.9 KB
LPLA Historical Monthly Activity through February 2020	Add Files LPLA Historical Monthly Activity through February 2020 138.5 KB

Date	Title and Summary	Additional Formats
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.	View HTML Barron's Ranks 29 LPL Financial Advisors Among The Best In The Industry Nationwide 15.6 KB
Toggle Summary Mar 7, 2014	BISA Honors LPL Financial Program Growth Model For Technology Innovation Honor recognizes LPL Financial's commitment to smarter, simpler and customizable tech solutions for banks, credit unions and other financial institutions	View HTML BISA Honors LPL Financial Program Growth Model For Technology Innovation 14.2 KB