LPL Financial Holdings Inc. (LPLA) Q1 2023 Earnings Call Transcript

LPL Monetary Holdings Inc. (NASDAQ:LPLA) Q1 2023 Earnings Convention Name April 27, 2023 5:00 PM ET

Firm Members

Dan Arnold – CEO

Matthew Audette – CFO

Convention Name Members

Steven Chubak – Wolfe Analysis

Alexander Blostein – Goldman Sachs

Jeff Schmitt – William Blair

Kyle Voigt – KBW

Michael Cyprus – Morgan Stanley

Brennan Hawken – UBS

Craig Siegenthaler – Financial institution of America

Michael Cho – JPMorgan

Invoice Katz – Credit score Suisse


Good afternoon, and thanks for becoming a member of the First Quarter 2023 Earnings Convention Name for LPL Monetary Holdings Inc. Becoming a member of the decision as we speak are our President and Chief Govt Officer, Dan Arnold; and Chief Monetary Officer and Head of Enterprise Operations, Matt Audette. Dan and Matt will provide introductory remarks, after which the decision shall be open for questions. [Operator Instructions]

The corporate has posted its earnings press launch and supplementary info on the Investor Relations part of the corporate’s web site, At this time’s name will embody forward-looking statements, together with statements about LPL Monetary’s future monetary and working outcomes, outlook, enterprise methods and plans in addition to different alternatives and potential dangers that administration foresees. Such forward-looking statements mirror administration’s present estimates or beliefs and are topic to recognized and unknown dangers and uncertainties which will trigger precise outcomes or the timing of occasions to vary materially from these expressed or implied in such forward-looking statements. For extra details about such dangers and uncertainties, the corporate refers listeners to the disclosures set forth beneath the caption forward-looking statements within the earnings press launch in addition to the chance components and different disclosures contained within the firm’s current filings with the Securities and Change Fee. In the course of the name, the corporate may also talk about sure non-GAAP monetary measures. For reconciliation of non-GAAP monetary measures to the comparable GAAP figures, please check with the corporate’s earnings launch, which will be discovered at

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