LPL Celebrates Grand Opening of New Sustainable Campus

The campus leverages net-zero water design strategies and includes amenities that promote employee wellbeing

CHARLOTTE, N.C. – Nov. 30, 2016 – LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today celebrated the opening of its new Carolinas campus in Fort Mill, S.C. with South Carolina Governor Nikki Haley in attendance. The 27-acre campus, which includes 450,000 square feet of office space among two buildings, was designed to reflect LPL’s commitment to sustainability. Leveraging technology and materials that minimize impact to the environment, the campus incorporates net-zero water design strategies, integrates nature into the design and creates an engaging workspace for LPL employees.

“Our new offices reflect LPL’s commitment to employee wellbeing, our communities and our environment,” said Mark Casady, LPL Financial chairman and CEO. “We created a state-of-the-art workspace that could enable employees to be innovative and collaborative, that would support wellness and would enable them to bring their whole selves to work each day. We believe this campus creates tremendous pride for our employees and will further enable them to deliver superior service to our clients.”

Situated within the mixed use development of Kingsley Park in Fort Mill and adjacent to the 2,100-acre Anne Springs Close Greenway nature preserve, the location offers a unique blend of urban and rural spaces that ultimately inspired the buildings’ design.

Guided by nature and innovation, the campus was designed to include unique features that protect resources, foster collaboration and promote employee wellbeing. Sustainable design elements focused on:

• Natural light—The buildings’ design incorporates abundant natural daylight, creating a more pleasant work environment while reducing lighting-related energy consumption. Nearly every work space provides an outdoor view.
• Net-zero water—The campus incorporates net-zero water design strategies to recycle and redirect water so that the consumption of non-potable water will be less than the water needed to supply cooling, irrigation and plumbing systems. The design was also intended to slow the water entering the local storm water system.
• A well-energized workspace—The smart use of brick and glass minimize heat and maximize light, while the innovative HVAC system brings in 30 percent more outside air than is standard.
• Tree save areas—Construction strategies were intended to save as many trees as possible, and hardwoods reclaimed from the site were used in the construction of the building.

Additionally, certain amenities and campus features were designed to promote employee wellbeing and encourage greater physical movement. Some of those features include: sit-to-stand adjustable workstations, a fitness center, a health clinic, a cafeteria, two miles of walking trails, a community garden, outdoor sports courts, a game room, a waterfront plaza, bicycle storage and a bicycle share program. In addition, the adjacent garage offers 12 electric vehicle charging stations and 100 preferred parking spaces for fuel-efficient vehicles. The building is tracking for LEED Gold certification.

Regional growth

South Carolina Governor Nikki Haley said, “LPL has been a fantastic partner to South Carolina since the plans to build this facility were announced over two years ago. It really is special to see the final result of the hard work that went into making today’s ceremony a reality for the people of York County and the 3,000 people who will work at LPL.”

LPL employs more than 3,200 people in total, with more than 1,400 LPL employees based in the Carolinas. Approximately 1,300 employees are based in its San Diego location, which was built in 2014 with the same sustainability focus. It is LEED Platinum certified and is believed to be the largest net-zero energy commercial office building in the United States.

Commitment to Community

LPL remains committed to serving the communities where its employees work and live. LPL continues its longtime partnership with Big Brothers Big Sisters by creating employee volunteer opportunities for its Beyond School Walls program. The nonprofit has launched its first Beyond School Walls in York County in partnership with Fort Mill Middle School and LPL to provide local students a personal, hands-on experience in the workplace that shows them the value of hard work to drive their ambitions.

Additionally, this year LPL donated $50,000 to the Anne Close Springs Greenway, the second donation in that amount since the firm announced its decision to move to Fort Mill in 2014. Said Denise Cubbedge, director of Development at the Greenway, “We’re looking to be an extension of the LPL campus. We want employees to feel just as at home at the Greenway as they do in their new office space.”

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $495 billion in brokerage and advisory assets as of October 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego.

Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC. LPL Financial and Clear Springs Development Company, LLC are not affiliated entities.

####

Connect with Us!

Media Contact:

[email protected]