LPL FINANCIAL HOLDINGS INC. Q3 2023 INVESTOR PRESENTATION October 26, 2023 LPL Financial Member FINRA/SIPC 1 LPL Financial Member FINRA/SIPC Notice to Investors: Safe Harbor Statement Statements in this presentation regarding LPL Financial Holdings Inc.’s (together with its subsidiaries, the “Company”) future financial and operating results, growth, priorities, business strategies, capabilities, and outlook, including forecasts and statements relating to the Company’s future advisory and brokerage asset lev ...