LPL Financial Holdings Inc at Credit Suisse Virtual Financial Services Forum (Virtual) Transcript

Feb 25, 2021 / 06:00PM GMT
Craig William Siegenthaler - Crédit Suisse AG - Research Division - MD

Good afternoon, everyone. Let's get started. This is Craig Siegenthaler from Credit Suisse, and it's my pleasure to introduce Matt Audette from LPL.

Matt is the firm's Chief Financial Officer and responsible for LPL's core financial functions, including financial planning and analysis, treasury, corporate development and investor relations. Prior to joining LPL in 2015, Matt was the CFO at E*TRADE and spent 16 years there. Matt, thanks for joining us.

Matthew Jon Audette - LPL Financial Holdings Inc. - CFO

Yes, no problem. Thanks for having me.

Craig William Siegenthaler - Crédit Suisse AG - Research Division - MD

So for those of you who don't know LPLA, it's a purely independent broker-dealer platform that has one objective: to help independent financial advisers. Unlike peers, it doesn't offer proprietary investment products. And LPL has been expanding its offering into new channels,

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot