LPL Financial to Present at the Wolfe Virtual FinTech Forum 2021

Rhea-AI Summary

LPL Financial, a leading retail investment advisory firm, announced that CFO Matt Audette will present at the Wolfe Virtual FinTech Forum 2021 on March 10 at 1:40 p.m. ET. Investors can access a live audio webcast on the company's investor site, with a replay available for viewing until March 31.

Founded on advisor-centric principles, LPL Financial supports over 17,000 financial advisors. The firm is recognized as the top independent broker-dealer in the U.S. and a leading provider of third-party brokerage services.

SAN DIEGO, March 03, 2021 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today announced that Chief Financial Officer Matt Audette will present at the Wolfe Virtual FinTech Forum 2021 on March 10.

The virtual presentation takes place at 1:40 p.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website beginning two hours after the presentation. The replay will remain available through March 31.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 17,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

* Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report)
No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020)
No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report)

Securities and Advisory services offered through LPL Financial LLC, a registered investment advisor. Member FINRA/SIPC. We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

Investor Relations – Chris Koegel, (617) 897-4574
Media Relations – Lauren Hoyt-Williams, (980) 321-1232
investor.lpl.com/contactus.cfm

FAQ

When will LPL Financial's CFO present at the Wolfe Virtual FinTech Forum?

Matt Audette, CFO of LPL Financial, will present on March 10, 2021, at 1:40 p.m. ET.

How can I access the LPL Financial presentation at the FinTech Forum?

You can access the live audio webcast on LPL Financial's investor website.

Until when is the replay of LPL Financial's presentation available?

The replay will be available until March 31, 2021.

What recognition has LPL Financial received in the industry?

LPL Financial is recognized as the top independent broker-dealer in the U.S. and a leading RIA custodian.

What is LPL Financial's commitment to financial advisors?

LPL Financial is committed to providing advisors with the freedom to choose their business model and services.