LPL Financial Holdings Inc at Credit Suisse Virtual Financial Services Forum (Virtual) Transcript
© -
Good afternoon, everyone. Let's get started. This is Craig Siegenthaler from Credit Suisse, and it's my pleasure to introduce Matt Audette from LPL.
Matt is the firm's Chief Financial Officer and responsible for LPL's core financial functions, including financial planning and analysis, treasury, corporate development and investor relations. Prior to joining LPL in 2015, Matt was the CFO at E*TRADE and spent 16 years there. Matt, thanks for joining us.
Yes, no problem. Thanks for having me.
© -
So for those of you who don't know LPLA, it's a purely independent broker-dealer platform that has one objective: to help independent financial advisers. Unlike peers, it doesn't offer proprietary investment products. And LPL has been expanding its offering into new channels,
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |