LPL Financial Holdings Inc. Files 8-K on Financials

Ticker: LPLA · Form: 8-K · Filed: Jan 30, 2025 · CIK: 1397911

Sentiment: neutral

Topics: financial-reporting, 8-k, operations

TL;DR

LPL Financial dropped its 8-K on Jan 30th - check the financials!

AI Summary

LPL Financial Holdings Inc. filed an 8-K on January 30, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and exhibits related to its business as a security and commodity broker, dealer, and exchange services provider.

Why It Matters

This filing provides investors with crucial updates on LPL Financial's operational and financial performance, impacting their investment decisions.

Risk Assessment

Risk Level: low — This is a routine financial filing and does not indicate any immediate or significant risks.

Key Players & Entities

FAQ

What specific financial information is being reported in this 8-K?

The 8-K indicates it covers 'Results of Operations and Financial Condition' and includes 'Financial Statements and Exhibits'.

When was this 8-K filing submitted?

The filing was submitted on January 30, 2025.

What is the primary business of LPL Financial Holdings Inc. according to the filing?

The filing categorizes LPL Financial Holdings Inc. under 'SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES'.

Where are LPL Financial Holdings Inc.'s principal executive offices located?

The principal executive offices are located at 4707 Executive Drive, San Diego, California 92121.

What is the fiscal year end for LPL Financial Holdings Inc.?

The fiscal year end for LPL Financial Holdings Inc. is December 31.

Filing Stats: 512 words · 2 min read · ~2 pages · Grade level 10.7 · Accepted 2025-01-30 16:14:26

Key Financial Figures

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On January 30, 2025, LPL Financial Holdings Inc. (collectively with its subsidiaries, the "Company") issued a press release announcing its financial results for the three and twelve months ended December 31, 2024. A copy of the press release is furnished with this Form 8-K and attached hereto as Exhibit 99.1. Exhibit 99.1 shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits 99.1 Press Release dated January 30, 202 5 ("LPL Financial Announces Fourth Quarter and Full Year 2024 Results"). 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. LPL FINANCIAL HOLDINGS INC. By: /s/ Matthew J. Audette Name: Matthew J. Audette Title: President and Chief Financial Officer Dated: January 30, 2025

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