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LPL Financial(LPLA) - 2024 Q2 - Earnings Call Presentation

† 2023 Cerulli Broker-Dealer Marketplace • We serve the advisor-mediated marketplace as the largest independent broker-dealer in the U.S.† and a top custodian • We provide advisors with the front-, middle- and back-office support they need to serve the large and growing market for comprehensive financial advice What we do Our mission and vision Vision • Independent Advisors: ~13,400 • Institution channel: ~350B1IndustryleaderintheadvisormediatedmarketplaceIndustryleadingscale(endofperiod)350B 1 Industry leader in the advisor-mediated marketplace Industry-leading scale (end of period) 76 ...