LPL FINANCIAL

Lobbying for LPL FINANCIAL

Filing 3rd Quarter - Report

Reporting period

3rd Quarter 2025

July 1 - Sep 30 · Posted Oct 20, 2025

Expenses

$510,000.00

What this organization spent lobbying with its own staff. Reported using 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

HOUSE OF REPRESENTATIVES
SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 6

HR 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
HR 2441
Improving Disclosure for Investors Act of 2025
S 1877
Improving Disclosure for Investors Act of 2025

Lobbying activity 3

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

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.

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

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