LPL Investment Holdings Management Presents At Citi Investment Research 2012 Financial Services Conference (Transcript)

LPL Investment Holdings, Inc. ( LPLA)

Citi Investment Research 2012 Financial Services Conference

March 7, 2012 11:10 AM ET

Executives

Robert Moore – CFO and Treasurer

Presentation

Robert Moore

Okay. Good morning. Very pleased to be here today and have an opportunity to speak to you about LPL Financials. So our corporate mission that we are on is to ensure and enable that investment advises delivered to all Americans by an investment advisor who operates in a conflict free environment supported by leading-edge technology and a highly motivated business partner.

The advisor is our customer and we help them manage the complexity of their business. We are the leader in our industry and have been for more than 15 years. We now rank No. 4 by a number of advisors and No. 5 by revenue. We are No. 1 in supporting community banks and credit unions with a nearly 40% market share and most recently through our acquisition National Retirement Partners, we have become a major provider to 401-K plans.

As noted on the upper portion of the slide we are able to attract advisors from across all industry channels. This is a strong contributor to future growth and distinctive to our model in terms of the diversity we are able to support. The left hand chart shows the strong growth in our advisor base since the year 2000 when we went self clearing. 70% of the growth shown has been organic with most of the acquisition growth occurring in 2006 and 2007.

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