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LPL Financial
LPL Financial (LPLA) investor relations material
LPL Financial Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary2 Apr, 2026
Executive summary
Annual meeting scheduled for May 14, 2026, at the company's headquarters in Fort Mill, SC.
Shareholders are invited to vote on key proposals, including board elections, auditor ratification, executive compensation, and charter amendments.
Voting matters and shareholder proposals
Election of eleven nominees to the Board of Directors, all recommended for approval.
Ratification of Deloitte & Touche LLP as independent auditor for fiscal year ending December 31, 2026.
Advisory vote to approve executive compensation for named executive officers.
Proposal to amend and restate the Charter to eliminate supermajority voting, obsolete provisions, and make non-substantive changes.
Amendments to the Charter for officer exculpation and removal of the corporate opportunities provision.
Board of directors and corporate governance
Eleven board nominees listed for election, with each recommended by the board.
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Latest events from LPL Financial
- Shareholders will vote on director elections, auditor ratification, executive pay, and key Charter changes.LPLA
Proxy filing2 Apr 2026 - Proxy covers director elections, Charter changes, pay, auditor, and ESG oversight.LPLAProxy filing19 Mar 2026
- Assets rose 21% to $1.5T as net income fell 12%, but expansion and acquisitions accelerated.LPLAQ2 20242 Feb 2026
- Record assets, profit growth, and acquisitions fueled strong 2025 results and future expansion.LPLAQ4 20252 Feb 2026
- Q3 net income up, assets at $1.6T, M&A and buybacks accelerate growth.LPLAQ3 202417 Jan 2026
- Record assets, EPS, and recruiting in 2024, with major acquisitions fueling further growth.LPLAQ4 20249 Jan 2026
- Q1 2025 saw double-digit earnings growth, record asset inflows, and major acquisition activity.LPLAQ1 20258 Jan 2026
- Record asset and earnings growth drive expanded market leadership and innovation.LPLABank of America Securities Financial Services Conference8 Jan 2026
- A $2.7B deal adds 2,900 advisors, $285B assets, and $415M EBITDA by mid-2026.LPLAM&A Announcement20 Dec 2025
Next LPL Financial earnings date
Q1 20267 May, 2026
LPL Financial
Next LPL Financial earnings date
Q1 20267 May, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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