Investor Presentaiton
We are focused on executing our strategy and delivering
results
Total Advisory and Brokerage Assets (20) ($B)
13%
CAGR
Organic Net New Asset Growth
Up
>2x
Key Earnings Growth Drivers
Enhanced Advisor Value Proposition
(Capabilities, Technology, Service)
$1,206
$1,175
$1,111
$903
$764
$628
13.2%
7.9%
8.5%
7.4%
5.3%
3.7%
2018
2019
2020
2021
2022
Q1'23
2018
2019
2020
2021
2022
Q1'23
LTM
Gross Profit* ($M)
13%
CAGR
$3,541
$3,193
$2,455
$2,172
$1,948
$2,103
Adjusted EPS*
21%
CAGR
$7.17
$7.02
$6.46
$5.33
$14.07
$11.52
2018
2019
2020
2021
2022
Q1'23
2018
2019
2020
2021
2022
LTM
Q1'23
LTM
Increased Organic NNA
(Opportunities in Traditional Markets)
New Affiliation Models
(Enterprises, Strategic Wealth Services,
Independent Employee, Enhanced RIA)
Greater Use of our Services
(Advisory, Corporate, Centrally Managed, Business, Planning &
Advice Services, Advisor Capital Solutions)
Drive Operating Leverage in Core Business
while Investing for Additional Growth
Increased Scale and Capabilities
through M&A
Excess Capital Deployment
(Technology, Advisor Capital, Returning Capital to Shareholders)
LPL Financial Member FINRA/SIPC
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