Investor Presentaiton

L We continue to drive business and financial growth Total assets have nearly doubled Total Advisory and Brokerage Assets ($B) Organic asset growth has increased -3x Organic Net New Asset Growth Rate (Incl. dividends and interest, less advisory fees) EPS prior to amortization of Operating margin has increased intangible assets and acquisition ~3 points Operating Margin (EBITDA* % of Gross Profit*) costs has increased ~3x EPS Prior to Amortization of Intangible Assets and Acquisition Costs* Up -2x $1,206 $1,038 $903 $764 53% $615 $628 52% 51% 48% 44% 45% Up -3x 13.2% Up -3 Points Up -3x Acquisition costs $8.95 reduced LTM by 2 points 8.9% 48% 44% 43% 43% 7.4% 40% 38% 5.3% 3.7% 3.2% $2.84 $5.33 $7.17 $7.02 $6.46 2017 2018 2019 2020 2021 Q3'22 2017 2018 2019 2020 2021 Q3'22 LTM 2017 2018 2019 2020 2021 Q3'22 2017 2018 2019 2020 2021 Q3'22 LTM LTM Advisory % of Total Advisory and Brokerage Assets LPL Financial Member FINRA/SIPC 5

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