LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript - Thomson StreetEvents

LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript

LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript - Thomson StreetEvents
LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript
Published May 28, 2025
16 pages (10918 words) — Published May 28, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of LPLA.OQ presentation 28-May-25 12:00pm GMT

  
Brief Excerpt:

...All right, I think we can get started here. So good morning everyone, and thanks for joining this early session with LPL Financial. I'm delighted to have Rich Steinmeier, CEO at LPL, for the first time at the SDC Conference. As many of you know, LPL is one of the fastest growing players in the US wealth management space, with almost $2 trillion in client assets, driven by a long track record of strong organic growth and strategic acquisitions. Rich took over as CEO late last year. Prior to that, he served as the Chief Growth Officer, and before that, Rich had senior leadership roles at UBS, Merrill Lynch, as well as working for McKinsey. So Rich, thank you very much for joining the SDC. Rich Steinmeier ...

  
Report Type:

Transcript

Source:
Company:
LPL Financial Holdings Inc
Ticker
LPLA.OQ
Time
12:00pm GMT
Format:
PDF Adobe Acrobat
Buy Now

LPL Financial Holdings Inc Q2 2025 Earnings Call Summary – 2025-07-31 – US$ 54.00 – Edited Brief of LPLA.OQ earnings conference call or presentation 31-Jul-25 9:00pm GMT

LPL Financial Holdings Inc Q2 2025 Earnings Call Transcript – 2025-07-31 – US$ 54.00 – Edited Transcript of LPLA.OQ earnings conference call or presentation 31-Jul-25 9:00pm GMT

LPL Financial Holdings Inc at William Blair Growth Stock Conference Summary – 2025-06-04 – US$ 54.00 – Edited Brief of LPLA.OQ presentation 4-Jun-25 3:00pm GMT

LPL Financial Holdings Inc at William Blair Growth Stock Conference Transcript – 2025-06-04 – US$ 54.00 – Edited Transcript of LPLA.OQ presentation 4-Jun-25 3:00pm GMT

LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Summary – 2025-05-28 – US$ 54.00 – Edited Brief of LPLA.OQ presentation 28-May-25 12:00pm GMT

LPL Financial Holdings Inc Q1 2025 Earnings Call Summary – 2025-05-08 – US$ 54.00 – Edited Brief of LPLA.OQ earnings conference call or presentation 8-May-25 9:00pm GMT

LPL Financial Holdings Inc Q1 2025 Earnings Call Transcript – 2025-05-08 – US$ 54.00 – Edited Transcript of LPLA.OQ earnings conference call or presentation 8-May-25 9:00pm GMT

LPL Financial Holdings Inc To Acquire Commonwealth Financial Network Summary – 2025-03-31 – US$ 54.00 – Edited Brief of LPLA.OQ corporate analyst meeting</ 31-Mar-25 12:00pm GMT

LPL Financial Holdings Inc To Acquire Commonwealth Financial Network Transcript – 2025-03-31 – US$ 54.00 – Edited Transcript of LPLA.OQ corporate analyst meeting</ 31-Mar-25 12:00pm GMT

LPL Financial Holdings Inc at Bank of America Financial Services Conference Summary – 2025-02-12 – US$ 54.00 – Edited Brief of LPLA.OQ presentation 12-Feb-25 4:20pm GMT

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript" May 28, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/LPL-Financial-Holdings-Inc-at-Bernstein-Strategic-Decisions-Conference-T16386917>
  
APA:
Thomson StreetEvents. (2025). LPL Financial Holdings Inc at Bernstein Strategic Decisions Conference Transcript May 28, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/LPL-Financial-Holdings-Inc-at-Bernstein-Strategic-Decisions-Conference-T16386917>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.