LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

Core Insights - The conference features over 100 companies and nearly 1,000 investors, indicating a significant gathering in the financial services sector [1] Company Overview - LPL Financial, led by CEO Rich Steinmeier, manages over $2.3 trillion in client assets and has a network of 32,000 financial advisers, making it one of the largest wealth managers in the U.S. [1] - Under Steinmeier's leadership, LPL has completed the acquisition of Commonwealth Financial Network, marking it as the largest transaction in the wealth management space in recent times [1] - The company continues to show healthy organic growth and is focused on driving innovation for its financial advisers [1]