Investor Presentaiton
We are focused on executing our strategy and delivering
results
Total Advisory and Brokerage Assets (22) ($B)
Organic Net New Asset Growth
Key Earnings Growth Drivers
11%
CAGR
$1,206
$1,038
$903
$764
$615
$628
Up
-3x
13.2%
8.9%
7.4%
5.3%
3.2%
3.7%
2017
2018
2019
2020
2021
Q3'22
2017
2018
2019
2020
2021
Q3'22
LTM
Gross Profit* ($M)
13%
CAGR
$2,860
$2,455
$2,172
$2,103
$1,948
$1,555
EPS Prior to Amortization of Intangible
Assets and Acquisition Costs*
26%
CAGR
$8.95
$7.17
$7.02
$6.46
$5.33
$2.84
2017
2018
2019
2020
2021
Q3'22
2017
2018
2019
2020
2021
LTM
Q3'22
LTM
Enhanced Advisor Value Proposition
(Capabilities, Technology, Service)
Increased Organic NNA
(Opportunities in Traditional Markets)
New Affiliation Models
(Large Financial Institutions, Strategic Wealth Services,
Independent Employee, RIA-Only)
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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