LPL Financial to present at the Bank of America Securities Financial Services Conference

Rhea-AI Summary

LPL Financial has announced that CEO Rich Steinmeier will present at the Bank of America Securities Financial Services Conference on February 12 at 11:20 a.m. ET. The presentation will be available via live audio webcast at investor.lpl.com, with a replay option available afterward.

LPL Financial Holdings (Nasdaq: LPLA) stands as one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions. The company currently services and maintains custody of approximately $1.7 trillion in brokerage and advisory assets for about 6 million Americans. The firm offers various advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors and institutions to customize their business operations.

SAN DIEGO, Feb. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bank of America Securities Financial Services Conference on February 12.

The presentation takes place at 11:20 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website after the presentation.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”) or its affiliate LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisors and broker-dealers. Member FINRA/SIPC. LPL Financial serves as the clearing and carrying firm for accounts LPL Enterprise introduces to it.

LPL Financial and LPL Enterprise provide financial services only from the United States.

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.

FAQ

When is LPL Financial's presentation at the Bank of America Securities Conference in 2025?

LPL Financial's CEO Rich Steinmeier will present at the Bank of America Securities Financial Services Conference on February 12, 2025, at 11:20 a.m. ET.

How many financial advisors does LPLA support as of 2025?

LPL Financial supports nearly 29,000 financial advisors and approximately 1,200 financial institutions.

What is the total value of assets under custody at LPLA?

LPL Financial services and maintains custody of approximately $1.7 trillion in brokerage and advisory assets.

How many clients does LPLA serve in the United States?

LPL Financial serves approximately 6 million Americans through their brokerage and advisory services.

Where can investors watch LPL Financial's Bank of America Securities Conference presentation?

Investors can access the live audio webcast of the presentation at investor.lpl.com, where a replay will also be available after the presentation.