| LPL Financial Asks What If You Could? in New Brand Campaign |
SAN DIEGO, May 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC launched today a strategic marketing campaign designed to reach new audiences and elevate the firm's brand strength by asking the simple yet provocative question, What If You Could? Featuring actor Anna Kendrick, the first-of-its-kind campaign for the company launches this month and includes a series of video, social, out-of-home, print and digital ads that will run across business, sports and lifestyle outlets throughout the country. |
globenewswire.com |
2025-05-15 12:30:00 |
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| LPL Financial Launches Comprehensive Alts Learning Hub |
SAN DIEGO, May 14, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leading wealth management firm, has launched a new alternative investments education platform, designed to empower advisors with the knowledge and tools necessary to effectively and easily incorporate alternative investments into their practice. According to Cerulli, advisor-intermediated illiquid alternative assets are projected to grow from $1.4 trillion to $2.4 trillion over the next five years. |
globenewswire.com |
2025-05-14 12:30:00 |
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| LPL Financial's Q1 Earnings Beat on Higher Revenues, Expenses Soar |
Higher revenues and growth in brokerage and advisory assets support LPLA's Q1 earnings. |
zacks.com |
2025-05-09 13:05:38 |
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| LPL Financial Holdings, Inc. (LPLA) Q1 2025 Earnings Call Transcript |
LPL Financial Holdings, Inc. (NASDAQ:LPLA ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Richard Steinmeier - CEO & Director Matthew Audette - President & CFO Conference Call Participants Devin Ryan - Citizens Bank Steven Chubak - Wolfe Research Michael Cyprys - Morgan Stanley Alex Blostein - Goldman Sachs Dan Fannon - Jeffries Mike Brown - Wells Fargo Bill Katz - TD Cowen Jeff Schmitt - William Blair Operator Good afternoon, and thank you for joining the First Quarter 2025 Earnings Conference Call for LPL Financial Holdings, Inc. Joining the call today are our Chief Executive Officer, Rich Steinmeier and President and Chief Financial Officer, Matt Audette. Rich and Matt will offer introductory remarks, and then the call will be opened for questions. |
seekingalpha.com |
2025-05-09 03:06:08 |
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| LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-05-09 01:30:34 |
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| LPL Financial (LPLA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for LPL Financial (LPLA) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-05-09 01:30:32 |
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| LPL Financial Holdings Inc. (LPLA) Q1 Earnings and Revenues Surpass Estimates |
LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $5.15 per share, beating the Zacks Consensus Estimate of $4.54 per share. This compares to earnings of $4.21 per share a year ago. |
zacks.com |
2025-05-08 23:00:43 |
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| LPL Financial Announces First Quarter 2025 Results |
Key Financial Results: Net Income was $319 million , translating to diluted earnings per share ("EPS") of $4.24 , up 11% from a year ago Adjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 million Core G&A* increased 14% year-over-year to $413 million Adjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: Total advisory and brokerage assets increased 25% year-over-year to $1.8 trillion Advisory assets increased 23% year-over-year to $977 billion Advisory assets as a percentage of total assets decreased to 54.5%, down from 55.0% a year ago Total organic net new assets were $71 billion, representing 16% annualized growth This included $27 billion of assets from Prudential Advisors ("Prudential") and $16 billion of assets from Wintrust Investments, LLC and certain private client business at Great Lakes Advisors, LLC (collectively, "Wintrust") that onboarded during the first quarter, as well as $0.7 billion of assets that off-boarded as part of the previously disclosed planned separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $29 billion, translating to a 7% annualized growth rate Recruited assets ( 1 ) were $39 billion, up 91% from a year ago Recruited assets over the trailing twelve months were a record of $167 billion Total client cash balances were $53 billion, a decrease of $2 billion sequentially and an increase of $7 billion year-over-year Client cash balances as a percentage of total assets were 3.0%, down from 3.2% in the prior quarter and prior year Key Capital and Liquidity Results: Corporate cash ( 2 ) was $621 million Leverage ratio ( 3 ) was 1.82x Share repurchases were $100 million and dividends paid were $22.4 million *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures Key Updates Large Institutions: Prudential: Completed the onboarding of Prudential, with $67 billion of brokerage and advisory assets, of which $27 billion transitioned onto our platform in Q1 Wintrust: Onboarded Wintrust, with $16 billion of brokerage and advisory assets transitioning onto our platform in Q1 First Horizon Bank ("First Horizon"): In April 2025, announced a strategic relationship agreement with First Horizon to transition support of the broker-dealer and investment advisory services of First Horizon Advisors, Inc., to LPL's Institution Services platform, expected to be completed in the second half of 2025. |
globenewswire.com |
2025-05-08 20:05:00 |
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| LPL Financial Welcomes Women-Led West Texas Investments |
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from B. Riley Wealth Advisors, Inc. |
globenewswire.com |
2025-05-07 12:55:00 |
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| Will LPL Financial (LPLA) Beat Estimates Again in Its Next Earnings Report? |
LPL Financial (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. |
zacks.com |
2025-05-06 17:15:40 |
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| Ahead of LPL Financial (LPLA) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics |
Beyond analysts' top -and-bottom-line estimates for LPL Financial (LPLA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025. |
zacks.com |
2025-05-05 14:21:48 |
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| LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software |
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance. |
globenewswire.com |
2025-05-05 13:00:00 |
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| LPL Financial Welcomes Northern Advisory Group |
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. |
globenewswire.com |
2025-05-05 12:00:00 |
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| LPL Financial Holdings Inc. (LPLA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release |
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2025-05-01 15:07:01 |
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| LPL Financial Welcomes Barlow Capital Advisors |
SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. |
globenewswire.com |
2025-05-01 12:55:00 |
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| LPL Welcomes Synergy Wealth Strategies |
SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. |
globenewswire.com |
2025-04-23 12:55:00 |
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| LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call |
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. |
globenewswire.com |
2025-04-17 20:05:00 |
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| LPL Financial Welcomes Tenacity Investment Group |
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. |
globenewswire.com |
2025-04-15 12:55:00 |
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| LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock? |
LPL Financial (LPLA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. |
zacks.com |
2025-04-10 13:45:33 |
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| LPL Financial Welcomes Trimp Wealth Management |
SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®, of Trimp Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Nations Financial Group, Inc. |
globenewswire.com |
2025-04-09 12:55:00 |
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| LPL Welcomes Townsgate Wealth Management |
SAN DIEGO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP®, Michael Kazmer, CFP®, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $1.15 billion in advisory, brokerage and retirement assets* and join LPL from Wells Fargo Advisors Financial Network. |
globenewswire.com |
2025-02-27 11:00:00 |
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| LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel |
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. |
globenewswire.com |
2025-02-25 11:00:00 |
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| LPL Financial Hits All-Time High: How Should You Play LPLA Stock Now? |
LPLA's shares touch a new all-time high of $384.04 as brokerage and advisory assets rise in January. Is now the best time to buy the stock? |
zacks.com |
2025-02-24 14:40:38 |
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| LPL Financial Selects SS&C To Support Growing Retail Alternatives Business |
WINDSOR, Conn. , Feb. 24, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that LPL Financial Holdings, Inc. (Nasdaq: LPLA), a leading provider of investment and business strategies for financial advisors, has broadened its relationship with SS&C Technologies. |
prnewswire.com |
2025-02-24 11:00:00 |
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| LPL Financial's January Brokerage and Advisory Assets Rise Y/Y |
LPLA's January brokerage and advisory assets, client cash balance and total net new assets rise on a year-over-year basis. |
zacks.com |
2025-02-21 13:30:24 |
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| LPL Financial Reports Monthly Activity for January 2025 |
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for January 2025. |
globenewswire.com |
2025-02-20 18:05:00 |
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| LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform |
The customized alternative investments platform offers one of the Nation's Largest Independent Wealth Management Firms an unparalleled suite of functionality to digitally transform their private fund investment workflows from start to finish. NEW YORK , Feb. 20, 2025 /PRNewswire/ -- SUBSCRIBE, the leading operating system for alternative investments that digitalizes the investment process for fund managers, institutional investors, wealth managers, law firms, and fund administrators, today announced that is has been selected by LPL Financial Holdings Inc (Nasdaq: LPLA, ("LPL")) to build a highly customized and fully integrated platform solution to modernizes the firms alternative investments program. |
prnewswire.com |
2025-02-20 14:15:00 |
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| LPL Financial Launches Comprehensive Alternative Investment Platform |
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts Connect is a centralized, digitized system that streamlines the purchasing process and provides tools such as prequalification, e-signature capabilities and the ability to send sales kits directly to clients. |
globenewswire.com |
2025-02-20 11:00:00 |
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| LPL Welcomes Prill | Garwood Financial Advisors |
SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP®, Vance E. |
globenewswire.com |
2025-02-19 18:05:00 |
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| LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs |
SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses. There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55. |
globenewswire.com |
2025-02-18 11:00:00 |
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| LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy? |
Does LPL Financial Holdings Inc. (LPLA) have what it takes to be a top stock pick for momentum investors? Let's find out. |
zacks.com |
2025-02-12 15:01:21 |
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| LPL Financial Welcomes Southwest Advisory Group to Linsco Channel |
SAN DIEGO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Southwest Advisory Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. |
globenewswire.com |
2025-02-12 10:55:00 |
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| LPL Financial Welcomes Lex Wealth Management |
SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets* and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG. |
globenewswire.com |
2025-02-11 10:55:00 |
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| LPL Financial Welcomes Jackson/Roskelley Wealth Advisors |
SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. |
globenewswire.com |
2025-02-06 10:55:00 |
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| LPL Financial to present at the Bank of America Securities Financial Services Conference |
SAN DIEGO, Feb. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bank of America Securities Financial Services Conference on February 12. |
globenewswire.com |
2025-02-05 18:05:00 |
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| LPL Financial Welcomes Charter Oak Wealth Partners |
SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. |
globenewswire.com |
2025-02-03 11:00:00 |
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| LPL Financial Stock Gains 1% as Q4 Earnings Beat on Higher Revenues |
LPLA's fourth-quarter 2024 results top estimates on the back of an increase in revenues and brokerage and advisory assets. Yet, higher costs are a headwind. |
zacks.com |
2025-01-31 11:10:27 |
Czytaj oryginał (ang.) |
| LPL Financial Holdings Inc. (LPLA) Q4 2024 Earnings Call Transcript |
LPL Financial Holdings Inc. (NASDAQ:LPLA ) Q4 2024 Earnings Conference Call January 30, 2025 5:00 PM ET Company Participants Rich Steinmeier - Chief Executive Officer Matt Audette - President and Chief Financial Officer Conference Call Participants Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Devin Ryan - JMP Securities Bill Katz - TD Cowen Brennan Hawken - UBS Michael Cho - J.P. Morgan Daniel Fannon - Jefferies Chris Allen - Citi Kyle Voigt - KBW Michael Cyprys - Morgan Stanley Jeff Schmitt - William Blair Operator Good afternoon and thank you for joining the Fourth Quarter 2024 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are our Chief Executive Officer, Rich Steinmeier; and President and Chief Financial Officer, Matt Audette. |
seekingalpha.com |
2025-01-30 22:36:02 |
Czytaj oryginał (ang.) |
| LPL Financial (LPLA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates |
While the top- and bottom-line numbers for LPL Financial (LPLA) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2025-01-30 22:31:09 |
Czytaj oryginał (ang.) |
| LPL Financial Holdings Inc. (LPLA) Q4 Earnings and Revenues Surpass Estimates |
LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $4.25 per share, beating the Zacks Consensus Estimate of $3.92 per share. This compares to earnings of $3.51 per share a year ago. |
zacks.com |
2025-01-30 21:55:20 |
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| LPLA Announces Y/Y Rise in Brokerage and Advisory Assets in November |
LPL Financial's November brokerage and advisory assets, client cash balance and total net new assets rise on a year-over-year basis. |
zacks.com |
2024-12-18 10:51:10 |
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| LPL Financial Reports Monthly Activity for November 2024 |
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for November 2024. |
globenewswire.com |
2024-12-17 18:05:00 |
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| LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel |
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif. |
globenewswire.com |
2024-12-17 10:55:00 |
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| Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation |
SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm's corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company's business services offerings and innovation lab for emerging solutions. |
globenewswire.com |
2024-12-16 18:05:00 |
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| LPL Financial Welcomes Prestige Wealth Group |
SAN DIEGO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the advisors of Prestige Wealth Group (PWG), led by managing partners Rich Galgano, CFP®, and Matt Geraci, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $540 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. |
globenewswire.com |
2024-12-12 10:55:00 |
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| LPL Research Team Releases 2025 Outlook: Pragmatic Optimism |
SAN DIEGO, Dec. 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2025 Outlook, “Pragmatic Optimism.” Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios. |
globenewswire.com |
2024-12-10 11:00:00 |
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| LPL Financial Celebrates its Growing Network of Women in Wealth Management |
Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals |
globenewswire.com |
2024-12-09 11:00:00 |
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| LPL Financial Welcomes Financial Advisor Francisco J. Blanco |
SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial's broker-dealer, RIA and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage and retirement plan assets* and joins from JP Morgan Chase. |
globenewswire.com |
2024-12-09 10:00:00 |
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| LPL Financial Welcomes Frontline Investment Advisors |
SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have joined LPL Financial's broker-dealer, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage and retirement plan assets* and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services. |
globenewswire.com |
2024-12-04 10:55:00 |
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| LPL Financial to present at the Goldman Sachs Financial Services Conference |
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at the Goldman Sachs Financial Services Conference on December 10. |
globenewswire.com |
2024-12-03 18:05:00 |
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| LPL Financial Welcomes Argosy Financial |
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Centaurus Financial. |
globenewswire.com |
2024-12-03 10:55:00 |
Czytaj oryginał (ang.) |
| LPLA Stock Up as Brokerage and Advisory Assets Grow in October |
Solid market performance and the acquisition of Atria drive LPL Financial's total brokerage and advisory assets in October 2024. |
zacks.com |
2024-11-25 11:05:26 |
Czytaj oryginał (ang.) |
| LPL Financial Welcomes Happier Wealth |
SAN DIEGO, Nov. 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Will Beck, CFP®, Mike Macfarlane, CASL®, CLU®, ChFC®, Tyler Vongsawad, CLU®, ChFC®, CASL®, CFP®, MSFS, and Sam Rosen, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, Happier Wealth. They reported having served approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. |
globenewswire.com |
2024-11-25 10:55:00 |
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| LPL Financial Reports Monthly Activity for October 2024 |
SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for October 2024. |
globenewswire.com |
2024-11-21 18:05:00 |
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| LPL Financial Welcomes Strata Financial Group |
SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle Hancharick, CFP®, and Dominic Elmo of Ohio-based Strata Financial Group have joined LPL Financial's broker-dealer, RIA and custodial platforms. The advisors reported serving more than $350 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic. |
globenewswire.com |
2024-11-20 10:55:00 |
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| LPL Financial Welcomes Prosperity Investment Management |
SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. |
globenewswire.com |
2024-11-14 10:55:00 |
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| LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez |
SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank. |
globenewswire.com |
2024-11-13 10:56:00 |
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| LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management |
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants |
globenewswire.com |
2024-11-11 11:00:00 |
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| LPL Financial Welcomes S&G Wealth Partners |
SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at S&G Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $165 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic. |
globenewswire.com |
2024-11-07 10:55:00 |
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| Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2024-11-06 12:55:39 |
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