LPL Financial to Present at the Goldman Sachs Financial Services Conference

LPL Financial (Nasdaq: LPLA) said Chief Executive Officer Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9, 2025 at 8:00 a.m. ET.

Rhea-AI Summary

LPL Financial (Nasdaq: LPLA) said Chief Executive Officer Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9, 2025 at 8:00 a.m. ET.

A live audio webcast will be available at investor.lpl.com, with a replay posted after the presentation. The company supports over 32,000 financial advisors, services approximately $2.3 trillion in brokerage and advisory assets, and serves about 8 million clients through roughly 1,100 financial institutions.

Argus Dec 3 session

+1.65% close to close Open Argus

Details

News Market Reaction – LPLA

On Dec 3, the first trading day after this news, LPLA closed 1.65% above the previous close.

Data tracked by StockTitan Argus for the Dec 3 session.

Key Figures

Financial advisors: over 32,000 Client assets: $2.3 trillion Client accounts: approximately 8 million +2 more

Financial advisors

over 32,000

Advisors supported across LPL’s platforms

Client assets

$2.3 trillion

Brokerage and advisory assets serviced and custodied

Client accounts

approximately 8 million

Americans served by LPL advisors and institutions

Institutions served

approximately 1,100

Financial institutions using LPL wealth management support

Conference time

8:00 a.m. ET

Goldman Sachs Financial Services Conference presentation on Dec 9, 2025

Historical Context

5 past events · Latest: Dec 09

5 events

1. Dec 09

   2026 outlook report

   24h Move

   +1.7%

   Release of 2026 economic and market outlook emphasizing policy and volatility.

2. Dec 05

   Executive appointment

   24h Move

   +0.7%

   Appointment of a new chief legal officer and Management Committee member.

3. Dec 04

   IPO anniversary event

   24h Move

   +0.7%

   15-year IPO anniversary bell ringing and long-term growth highlights.

4. Dec 02

   Conference appearance

   24h Move

   +1.6%

   CEO presentation at Goldman Sachs Financial Services Conference with webcast.

5. Dec 02

   Advisor onboarding

   24h Move

   -0.8%

   Kūpono Wealth Planning joining LPL’s broker-dealer and RIA platform.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

registered investment advisor, broker-dealer, finra, sipc

4 terms

registered investment advisor financial

"a registered investment advisor and broker-dealer. Member FINRA/SIPC."

A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.

broker-dealer financial

"a registered investment advisor and broker-dealer. Member FINRA/SIPC."

A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.

finra regulatory

"a registered investment advisor and broker-dealer. Member FINRA/SIPC."

FINRA is the U.S. self‑regulatory organization that oversees brokerage firms and individual brokers, setting and enforcing rules to protect investors and keep markets orderly. Think of it as a referee and rulebook keeper for the broker industry: it licenses brokers, monitors their behavior, enforces standards, and runs complaint and arbitration systems, so investors can check records and have a path to resolve disputes.

View in glossary

sipc regulatory

"a registered investment advisor and broker-dealer. Member FINRA/SIPC."

The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that helps customers recover cash and securities if a registered brokerage firm fails and assets are missing. Think of it like an insurance backstop for your brokerage account—it can replace missing holdings up to legal limits but does not protect against losses from market movements or bad investment choices.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9.

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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

When will LPL Financial (LPLA) present at the Goldman Sachs Financial Services Conference?

LPL Financial CEO Rich Steinmeier will present on December 9, 2025 at 8:00 a.m. ET.

How can investors watch the LPL Financial (LPLA) presentation on December 9, 2025?

A live audio webcast will be available at investor.lpl.com, with a replay posted after the presentation.

What will LPL Financial (LPLA) likely discuss at the Goldman Sachs Financial Services Conference?

The presentation will cover the company’s business and strategy; no specific agenda items or new financial guidance were disclosed.

Who is presenting for LPL Financial (LPLA) at the December 9, 2025 conference?

Chief Executive Officer Rich Steinmeier is the scheduled presenter.

What scale of assets and advisor network does LPL Financial (LPLA) report ahead of the conference?

LPL reports supporting over 32,000 financial advisors, servicing about $2.3 trillion in assets and roughly 8 million client relationships.

Where can media or investors direct questions about the LPL Financial (LPLA) conference presentation?

Investor questions can be sent to investor.relations@lplfinancial.com and media to media.relations@lplfinancial.com.