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Advisor Transition Portal

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Events & Presentations

Upcoming Events
LPL Financial Holdings Fourth Quarter 2020 Earnings Call
February 04, 2021 5:00 PM EST
Listen to webcast
View Press Release 211.3 KB
Past Events
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
October 29, 2020 5:00 PM EDT
LPL Financial Holdings Third Quarter 2020 Earnings Call
Listen to webcast
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
September 16, 2020 12:00 PM EDT
LPL Financial to Present at Barclays Global Financial Services Forum
Listen to webcast
July 30, 2020 5:00 PM EDT
LPL Financial Holdings Second Quarter 2020 Earnings Call
Listen to webcast
LPL Financial Announces Second Quarter 2020 Results 892.2 KB
LPL Financial Q2 2020 Key Metrics Presentation 866.1 KB
LPL Financial Q2 2020 Investor Presentation 1.7 MB
LPL Financial Q2 2020 Historical Information 401.3 KB
LPL Financial Q2 2020 Earnings Transcript 182.5 KB
LPL Financial Q2 2020 Form 10Q 1.5 MB
April 30, 2020 5:00 PM EDT
LPL Financial Holdings First Quarter 2020 Earnings Call
Listen to webcast
LPL Financial Announces First Quarter 2020 Results 872.9 KB
LPL Financial Q1 2020 Key Metrics Presentation 976.9 KB
LPL Financial Q1 2020 Historical Information 374.7 KB
LPL Financial Q1 2020 Earnings Transcript 195.6 KB
LPL Financial Q1 2020 Investor Presentation 1.4 MB
March 11, 2020 12:15 PM EDT
LPL Financial to Present at the Wolfe Research 2020 FinTech Forum
Listen to webcast
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
January 30, 2020 5:00 PM EST
LPL Financial Holdings Fourth Quarter and Full Year 2019 Earnings Call
Listen to webcast
LPL Financial Announces Fourth Quarter and Full Year 2019 Results 907.7 KB
LPL Financial Q4 2019 Key Metrics Presentation 1 MB
LPL Financial Q4 2019 Historical Quarterly Activity 148.1 KB
LPL Financial Q4 2019 Historical Monthly Activity 138.4 KB
LPL Financial Q4 2019 Historical Management Statement of Operations 164.3 KB
LPL Financial Q4 2019 Earnings Transcript 194.1 KB
LPL Financial 2019 Form 10K 2.4 MB
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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

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Member FINRA/SIPC

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