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Advisor Transition Portal

Advisors (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.

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Events & Presentations

LPL Financial Holdings Third Quarter 2020 Earnings Call

October 29, 2020 5:00 PM EDT

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

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13620 N FM 620 Building C, Suite 200
Austin, TX 78717

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75 State Street, 22nd Floor
Boston, MA 02109

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Fort Mill, SC 28217

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San Diego, CA 92121-3091

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Contact LPL: (800) 877-7210
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