Small Business – Picayune Items

SAN DIEGO, April 06, 2023 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 27. The Company will host a conference call to discuss its results at 5 pm ET the same day.

The conference call will be accessible at investor.lpl.com/events, with a replay available until May 18.

Contacts

Investor Relations
[email protected]
(617) 897-4574

Media Relations
[email protected]
(805) 640-5391

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the market we serve, serving more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered advisor investment (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that investors deserve access to personalized guidance from a financial advisor. We believe advisors should have the freedom to choose the business model, services and technology they need and to manage their client relationships. Simply put, we take care of our advisors, so they can take care of their clients.

Top RIA custodian (Cerulli Associates, 2020 US RIA Marketplace Report). No. 1 Independent Broker-Dealer in the US (Based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Shares; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.

LPL and its affiliated companies provide financial services only from the United States.

Securities and Advisory services offered through LPL Financial, an SEC-registered broker-dealer and investment advisor. Member of FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.


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