LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell certain products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit lpl.com.

Corporate Snapshot

Following are highlights of key financial performance metrics for LPL Financial Holdings Inc. For complete financial information, including recent SEC filings, visit the Corporate Snapshot | LPL Financial Holdings section of LPL.com

As of July 31, 2025