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All lobbying filings

LPL FINANCIAL

Lobbying for LPL FINANCIAL

 Filing · LD-2 quarterly report Q3 report
Reporting period
3rd Quarter 2026
July 1 - Sep 30 · Posted Oct 20, 2026
Expenses
$520,000
What this organization spent lobbying with its own staff. Reported using the LDA's own definitions (method A): the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.
Client based in
Massachusetts

Official filing document

 Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

 Lobbying activity 4
Financial Institutions/Investments/Securities

General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery

Labor Issues/Antitrust/Workplace

Preserving independent contractor status

Retirement

General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act

Taxation/Internal Revenue Code

General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees. General issues related to 529 plan usage

 Bills named in this filing 9
  • H.R. 2441
    Improving Disclosure for Investors Act of 2025
  • S. 1877
    Improving Disclosure for Investors Act of 2025
  • H.R. 7187
    Clarity for Compensation Act
  • H.R. 1013
    Retirement Fairness for Charities and Educational Institutions Act of 2025
  • S. 424
    Retirement Fairness for Charities and Educational Institutions Act of 2025
  • S. 1707
    Helping Young Americans Save for Retirement Act
  • S. 1831
    Auto Reenroll Act of 2025
  • H.R. 2089
    Generating Retirement Ownership through Long-Term Holding
  • S. 1756
    Conscience Protection Act of 2025

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.

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