LPL Financial to Present at the Bernstein Strategic Decisions Conference

Rhea-AI Summary

LPL Financial (NASDAQ: LPLA) announced that CEO Rich Steinmeier will present at the Bernstein Strategic Decisions Conference on May 28 at 8 a.m. ET. The presentation will be available via live audio webcast at investor.lpl.com, with a replay option available afterward.

LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions. The company services and maintains custody of about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services.

SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bernstein Strategic Decisions Conference on May 28.

The presentation takes place at 8 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 over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 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”), a registered investment advisor and broker-dealer. Member 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.

FAQ

When is LPL Financial (LPLA) presenting at the Bernstein Strategic Decisions Conference?

LPL Financial will present at the Bernstein Strategic Decisions Conference on May 28, 2025, at 8 a.m. ET.

Who will represent LPL Financial (LPLA) at the Bernstein Conference?

Rich Steinmeier, CEO of LPL Financial, will present at the conference.

How many financial advisors does LPL Financial (LPLA) support?

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

What is the total asset value managed by LPL Financial (LPLA)?

LPL Financial services and maintains custody of approximately $1.8 trillion in brokerage and advisory assets.

How can investors access LPL Financial's (LPLA) Bernstein Conference presentation?

Investors can access the live audio webcast of the presentation at investor.lpl.com, with a replay available after the presentation.