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LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

LPL Financial Holdings Inc.

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PRESIDENT & CHIEF FINANCIAL OFFICER MATT AUDETTE HIGHLIGHTED SIGNIFICANT OPERATIONAL ENHANCEMENTS THAT POWER THE SERVICE ADVISORS PROVIDE TO THEIR CLIENTS

LPL FINANCIAL SHOWCASES INNOVATION, INVESTMENT AND INSPIRATION AT FOCUS 2025 FINALE

SAN DIEGO, AUG. 12, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, CONVENED MORE THAN 10,000 ATTENDEES, INCLUDING 6,000 FINANCIAL ADVISORS FROM ACROSS THE COUNTRY, FOR ITS FLAGSHIP ANNUAL CONFERENCE FOCUS 2025 AT THE SAN DIEGO CONVENTION CENTER. MONDAY'S EVENT BEGAN WITH A KEYNOTE ADDRESS FROM LPL FINANCIAL CEO RICH STEINMEIER, WHO SPOKE TO LPL'S ROLE IN DRIVING THE FUTURE OF THE WEALTH MANAGEMENT INDUSTRY.

LPL FINANCIAL CEO RICH STEINMEIER ADDRESSES OVER 6,000 FINANCIAL ADVISORS AT FOCUS 2025

SAN DIEGO, AUG. 11, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, LAST NIGHT OPENED ITS ANNUAL FLAGSHIP CONFERENCE, FOCUS 2025, WELCOMING MORE THAN 10,000 FINANCIAL PROFESSIONALS AND INDUSTRY LEADERS TO THE SAN DIEGO CONVENTION CENTER. THE THREE-DAY EVENT MARKS THE LARGEST IN-PERSON GATHERING IN LPL HISTORY, OFFERING CURATED CONTENT, STRATEGIC INSIGHTS AND IMMERSIVE EXPERIENCES DESIGNED TO ELEVATE FINANCIAL ADVISOR SUCCESS.

LPL FINANCIAL KICKS OFF FOCUS 2025, LARGEST GATHERING OF FINANCIAL ADVISORS IN FIRM HISTORY

SAN DIEGO, AUG. 07, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT THE ADVISORS OF COASTAL WEALTH MANAGEMENT GROUP HAVE JOINED FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, AN EXISTING FIRM SUPPORTING LPL-AFFILIATED ADVISORS. THEY REPORTED SERVING APPROXIMATELY $175 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM OSAIC.

LPL FINANCIAL AND FINANCIAL RESOURCES GROUP WELCOME COASTAL WEALTH MANAGEMENT GROUP

SAN DIEGO, AUG. 04, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, TODAY ANNOUNCED THE APPOINTMENT OF EMILY FIELD AS GROUP MANAGING DIRECTOR AND CHIEF PEOPLE OFFICER. IN THIS ROLE, FIELD JOINS THE FIRM'S MANAGEMENT COMMITTEE AND WILL LEAD THE HUMAN RESOURCES FUNCTION, OVERSEEING TALENT STRATEGY AND EMPLOYEE EXPERIENCE FOR OVER 9,000 EMPLOYEES.

LPL FINANCIAL WELCOMES CHIEF PEOPLE OFFICER EMILY FIELD

SAN DIEGO, AUG. 01, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC.(NASDAQ: LPLA),TOGETHER WITH ITS SUBSIDIARIES, INCLUDING LPL FINANCIAL LLC, ANNOUNCED THE CLOSING OF ITS ACQUISITION OF COMMONWEALTH FINANCIAL NETWORK (COMMONWEALTH), A WEALTH MANAGEMENT FIRM SUPPORTING APPROXIMATELY 3,000* ADVISORS MANAGING $305 BILLION IN ASSETS. ADVISOR SUCCESS IS WOVEN INTO EVERY ASPECT OF THE COMMONWEALTH BUSINESS, AND WE'RE PROUD TO WELCOME AN INCREDIBLE COMMUNITY OF ADVISORS AND THE TALENTED TEAM AT COMMONWEALTH, SAID RICH STEINMEIER, LPL FINANCIAL CHIEF EXECUTIVE OFFICER.

LPL FINANCIAL CLOSES ITS ACQUISITION OF COMMONWEALTH FINANCIAL NETWORK

KEY FINANCIAL RESULTS: NET INCOME WAS $273 MILLION , TRANSLATING TO DILUTED EARNINGS PER SHARE ("EPS") OF $3.40 , UP 5% FROM A YEAR AGO ADJUSTED EPS* INCREASED 16% YEAR-OVER-YEAR TO $ 4.51 GROSS PROFIT* INCREASED 21% YEAR-OVER-YEAR TO $1,304 MILLION CORE G&A* INCREASED 15% YEAR-OVER-YEAR TO $426 MILLION ADJUSTED PRE-TAX INCOME* INCREASED 23% YEAR-OVER-YEAR TO $490 MILLION KEY BUSINESS RESULTS: TOTAL ADVISORY AND BROKERAGE ASSETS INCREASED 28% YEAR-OVER-YEAR TO $1.9 TRILLION ADVISORY ASSETS INCREASED 28% YEAR-OVER-YEAR TO $1.1 TRILLION ADVISORY ASSETS AS A PERCENTAGE OF TOTAL ASSETS DECREASED TO 55.3%, DOWN FROM 55.4% A YEAR AGO TOTAL ORGANIC NET NEW ASSETS WERE $21 BILLION , REPRESENTING 5% ANNUALIZED GROWTH THIS INCLUDED $0.1 BILLION OF ASSETS FROM WINTRUST INVESTMENTS, LLC AND CERTAIN PRIVATE CLIENT BUSINESS AT GREAT LAKES ADVISORS, LLC (COLLECTIVELY, "WINTRUST"), AND $4 BILLION OF ASSETS THAT OFF-BOARDED AS PART OF THE PREVIOUSLY DISCLOSED PLANNED SEPARATION FROM MISALIGNED LARGE OSJS. PRIOR TO THESE IMPACTS, ORGANIC NET NEW ASSETS WERE $24 BILLION, TRANSLATING TO A 5% ANNUALIZED GROWTH RATE RECRUITED ASSETS ( 1 ) WERE $18 BILLION , DOWN 24% FROM A YEAR AGO RECRUITED ASSETS OVER THE TRAILING TWELVE MONTHS WERE $161 BILLION TOTAL CLIENT CASH BALANCES WERE $51 BILLION , A DECREASE OF $2BILLION SEQUENTIALLY AND AN INCREASE OF $7 BILLION YEAR-OVER-YEAR CLIENT CASH BALANCES AS A PERCENTAGE OF TOTAL ASSETS WERE 2.6%, DOWN FROM 3.0% IN THE PRIOR QUARTER AND DOWN FROM 2.9% IN THE PRIOR YEAR KEY CAPITAL AND LIQUIDITY MEASURES: CORPORATE CASH ( 2 ) WAS $3.6 BILLION LEVERAGE RATIO ( 3 ) WAS 1.23X DIVIDENDS PAID WERE $24.0 MILLION *SEE THE NON-GAAP FINANCIAL MEASURES SECTION AND THE ENDNOTES TO THIS RELEASE FOR FURTHER DETAILS ABOUT THESE NON-GAAP FINANCIAL MEASURES KEY UPDATES LARGE INSTITUTIONS: FIRST HORIZON BANK ("FIRST HORIZON"): EXPECT TO ONBOARD IN THE THIRD QUARTER OF 2025.

LPL FINANCIAL ANNOUNCES SECOND QUARTER 2025 RESULTS

SAN DIEGO, JULY 30, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT MOTHER AND SON TEAM, SHERI JOHNSTON, CFP AND JASON HOTZLER, FROM PROSPERLANE FINANCIAL HAVE JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA). THEY REPORTED SERVING APPROXIMATELY $250 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS.

LPL FINANCIAL WELCOMES PROSPERLANE FINANCIAL

SAN DIEGO, JULY 24, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS JARED BLACK AND RICHARD BROKAW HAVE JOINED LPL'S EMPLOYEE ADVISOR CHANNEL, LINSCO BY LPL FINANCIAL, TO LAUNCH WYOMING ASSET ADVISORS POWERED BY LPL. THEY REPORTED SERVING APPROXIMATELY $400 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM WELLS FARGO ADVISORS.

LPL FINANCIAL WELCOMES WYOMING ASSET ADVISORS TO LINSCO CHANNEL

SAN DIEGO, JULY 22, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT KEVIN GALLAGHER, AIF, OF GALLAGHER WEALTH MANAGEMENT HAS JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA) AND CUSTODIAL PLATFORMS. HE REPORTED SERVING APPROXIMATELY $180 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM LINCOLN INVESTMENT.

LPL FINANCIAL WELCOMES GALLAGHER WEALTH MANAGEMENT

SAN DIEGO, JULY 15, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT THE TEAM OF 11 FINANCIAL ADVISORS FROM WAZNIK HEIKE GROUP HAVE JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA) AND CUSTODIAL PLATFORMS. THEY REPORTED SERVING APPROXIMATELY $750 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM OSAIC.

LPL FINANCIAL WELCOMES WAZNIK HEIKE GROUP

SAN DIEGO, JULY 10, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY), THE PARENT CORPORATION OF LPL FINANCIAL LLC, ANNOUNCED TODAY IT WILL REPORT SECOND QUARTER FINANCIAL RESULTS AFTER THE MARKET CLOSES ON THURSDAY, JULY 31. THE COMPANY WILL HOST A CONFERENCE CALL TO DISCUSS ITS RESULTS AT 5 P.M. ET THE SAME DAY.

LPL FINANCIAL ANNOUNCES SECOND QUARTER 2025 EARNINGS RELEASE DATE AND CONFERENCE CALL

SAN DIEGO, JULY 10, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS CHARLIE NARMI AND THERESA RYNASKI, CFP, HAVE JOINED LPL'S EMPLOYEE ADVISOR CHANNEL,LINSCO BY LPL FINANCIAL, TO LAUNCH THE NARMI GROUP INVESTMENT MANAGEMENT. THEY REPORTED SERVING APPROXIMATELY $870 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM ROBERT W. BAIRD & CO.

LPL FINANCIAL WELCOMES THE NARMI GROUP INVESTMENT MANAGEMENT TO LINSCO CHANNEL

THIS ANNUAL REPORT OFFERS A COMPREHENSIVE ANALYSIS OF THE ECONOMIC AND MARKET ENVIRONMENT, HIGHLIGHTING POTENTIAL IMPLICATIONS FOR INVESTORS AND THEIR PORTFOLIOS SAN DIEGO, JULY 08, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC TODAY RELEASED ITS MIDYEAR OUTLOOK 2025: PRAGMATIC OPTIMISM, MEASURED EXPECTATIONS. SETTING THE TONE FOR THE SECOND HALF OF 2025, THIS REPORT OFFERS A COMPREHENSIVE ANALYSIS OF THE ECONOMIC AND MARKET ENVIRONMENT, HIGHLIGHTING POTENTIAL IMPLICATIONS FOR INVESTORS AND THEIR PORTFOLIOS.

LPL RESEARCH TEAM RELEASES MIDYEAR OUTLOOK 2025: PRAGMATIC OPTIMISM, MEASURED EXPECTATIONS

SAN DIEGO, JULY 08, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FATHER AND SON FINANCIAL ADVISORS ROBERT BELL, II, AIF, AND KEEGAN BELL, AIF, AAMS, HAVE LAUNCHED A NEW INDEPENDENT PRACTICE, BELL WEALTH PARTNERS, THROUGH AFFILIATION WITH LPL FINANCIAL'S SUPPORTED INDEPENDENCE MODEL, LPL STRATEGIC WEALTH SERVICES. THE TEAM REPORTED SERVING APPROXIMATELY $450 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM RAYMOND JAMES.

BELL WEALTH PARTNERS LAUNCHES WITH SUPPORT OF LPL STRATEGIC WEALTH SERVICES

SAN DIEGO, JULY 01, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISOR BRANDON DIXON-JAMES, CFP, HAS JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA) AND CUSTODIAL PLATFORMS TO LAUNCH RESILIENT WEALTH MANAGEMENT. HE REPORTED SERVING APPROXIMATELY $250 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM OSAIC.

LPL FINANCIAL WELCOMES RESILIENT WEALTH MANAGEMENT

SAN DIEGO, JUNE 30, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC, A LEADING WEALTH MANAGEMENT FIRM, HAS APPOINTED MIKE HOLTSCHLAG AS EXECUTIVE VICE PRESIDENT OF BANKING AND LENDING. IN THIS ROLE, HOLTSCHLAG WILL LEAD THE COMPANY'S BANKING AND LENDING INITIATIVES TO DRIVE GROWTH AND ENHANCE THE FULL-SERVICE EXPERIENCE FOR BOTH ADVISORS AND INVESTORS.

LPL FINANCIAL APPOINTS MIKE HOLTSCHLAG AS EXECUTIVE VICE PRESIDENT OF BANKING AND LENDING

SAN DIEGO, JUNE 26, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLCANNOUNCED TODAY THAT FINANCIAL ADVISOR JASON WYATT, AWMA, HAS JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA) AND CUSTODIAL PLATFORMS TO LAUNCH WYATT WEALTH MANAGEMENT. HE REPORTED SERVING APPROXIMATELY $180 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOINS LPL FROM WELLS FARGO ADVISORS.

LPL FINANCIAL WELCOMES WYATT WEALTH MANAGEMENT

SAN DIEGO, JUNE 24, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC ANNOUNCED TODAY THAT FINANCIAL ADVISORS MIKE TRUDEAU, CFP, MATT MERRICK, BEN OLLILA, CFP AND BEN PRCHAL HAVE JOINED LPL FINANCIAL'S BROKER-DEALER, REGISTERED INVESTMENT ADVISOR (RIA) AND CUSTODIAL PLATFORMS, ALIGNING WITH EXISTING RIA FIRM STRATEGIC WEALTH GROUP. THEY REPORTED SERVING APPROXIMATELY $220 MILLION IN ADVISORY, BROKERAGE AND RETIREMENT PLAN ASSETS* AND JOIN LPL FROM THRIVENT INVESTMENT MANAGEMENT.

LPL FINANCIAL AND STRATEGIC WEALTH GROUP WELCOME FINANCIAL ADVISORS MIKE TRUDEAU, MATT MERRICK, BEN OLLILA AND BEN PRCHAL

SAN DIEGO, JUNE 23, 2025 (GLOBE NEWSWIRE) -- LPL FINANCIAL LLC (LPL FINANCIAL), A WHOLLY OWNED SUBSIDIARY OF LPL FINANCIAL HOLDINGS INC. ( NASDAQ: LPLA ) (THE COMPANY), TODAY RELEASED ITS MONTHLY ACTIVITY REPORT FOR MAY 2025.

LPL Financial Holdings Inc.

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LPL Financial Holdings Inc.

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