SAN DIEGO, Oct. 06, 2017 -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (“Company”), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, today announced it will host an Investor and Analyst Day from 9 a.m. to 12 p.m. EDT on Wednesday, Nov. 8 at the Thomson Reuters Conference Center in New York City.
A copy of the event presentation will be made available to the general public on the Company's Investor Relations website, investor.lpl.com, in the Events & Presentations section at 8 a.m. on Nov. 8. A live webcast of the event will become accessible at 8:30 a.m. and the formal presentation will begin at 9 a.m. A replay of the webcast will be available later that day following the completion of the presentation, also accessible on the Company's Investor Relations website, investor.lpl.com, in the Events & Presentations section, and will remain available until Nov. 29, 2018.
In-person attendance at Investor Day requires advanced registration. Please email [email protected] or call (617) 897-4574 for further information.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $551 billion in brokerage and advisory assets as of Aug. 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of June 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $138 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte and San Diego. For more information, visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
Investor Relations – Chris Koegel, (617) 897-4574
Media Relations – Jeff Mochal, (704) 733-3589
investor.lpl.com/contactus.cfm


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