Investor Presentaiton

LPL by the numbers Industry-leading scale Total Advisory and Brokerage Assets ($B) Organic Asset Growth Rate Up -2x $1,206 $1,175 $1,111 $628 $764 $903 53% 52% 53% 51% 48% 45% 5.3% 3.7% Up more than 2x 13.2% 8.5% 7.9% 7.4% 1 Industry leader in the advisor-mediated marketplace 13% Financial highlights Gross Profit Contribution 3% 2% 38% Client cash Other asset-based $3.5B+ 22% Advisory fees and commissions Service and Fee Transaction Interest income and other, net 23% 51% Operating margint $14.07 Adjusted EPS*+ 1.34x Leverage ratio(1) 2018 2019 2020 2021 2022 Q1'23 2018 2019 2020 2021 2022 Q1'23 LTM Incl. dividends and interest, less advisory fees Advisory % of Total Advisory and Brokerage Assets Note: Totals may not foot due to rounding † Represents LTM results LPL Financial Member FINRA/SIPC 6

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