LPL Financial Holdings Inc (MEX:LPLA)
MXN 5,667.1 (0%) Market Cap: 396.29 Bil Enterprise Value: 506.99 Bil PE Ratio: 25.19 PB Ratio: 3.98 GF Score: 86/100

LPL Financial Holdings Inc at William Blair Growth Stock Conference Transcript

Jun 03, 2026 / 01:40PM GMT
Release Date Price: MXN5667.1
Jeffrey Schmitt William Blair;Company LLC;Analyst

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Good morning, everyone. Why don't we start off here? My name is Jeff Schmitt. I cover wealth management and capital market stocks here at William Blair. And I'd like to introduce to you LPL Financial.

They're the largest independent broker-dealer in the US they have one of the best growth profiles in the wealth management industry, just a great track record of growth. So we're really excited to have them here. We have with us here the CEO, Rich Steinmeier, to discuss the business in a fireside chat format. So -- but before we get started, please go to williamblair.com for a complete list of disclosures.

So why don't we go ahead and get started, Rich, -- maybe just as a starting point for the audience, you can kind of walk through at a high level who LPL is and what you guys do.

Richard Steinmeier
LPL Financial Holdings Inc - Chief Executive Officer, Director

Yeah, thanks, Jeff. It's great to be here. So nice to see you all. So who is LPL? Well, we are one of the

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