$LPLA News
Last published 13h ago
- 13h agoLPLALPL Financial Welcomes SteadRock Private WealthGlobeNewswireSAN DIEGO, Nov. 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nathan J. “Nate” Hershman, ChFC®, CEPA, AAMS®, CPWA® CRPC®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms to launch SteadRock Private Wealth . Hershman reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and jo ...
- 1d agoLPLALPL Financial Welcomes FHT Advisors and Impel Wealth ManagementGlobeNewswireSAN DIEGO, Nov. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of FHT Advisors and Impel Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The practices, which will retain their separate business identities, reported serving approximately $1.15 billion in combined client assets* and join L ...
- 2d agoLPLALPL Financial Welcomes Sound Foundation Wealth AdvisorsGlobeNewswireSAN DIEGO, Nov. 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Sound Foundation Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment
- 2d agoLPLALPL Financial Welcomes Sound Foundation Wealth AdvisorsGlobeNewswireSAN DIEGO, Nov. 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Sound Foundation Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research Advisors.
- 1w agoLPLALPL Financial Welcomes Contour Wealth Management, LLCGlobeNewswireSAN DIEGO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisor Joe Borgese, CFP® of Contour Wealth Management, LLC has joined LPL Financial’s broker-dealer and
- 1w agoLPLALPL Financial Welcomes Anchor Financial PartnersGlobeNewswireSAN DIEGO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Anchor Financial Partners have joined LPL Financial's broker-dealer and Registered Investment Advisor
- 2w agoLPLALPL Financial Holdings Inc. - EX-99.1Earnings ReleasesForm 8-K - Current report - Item 2.02 Item 9.01
- 2w agoLPLALPL Financial Announces Third Quarter 2026 ResultsGlobeNewswireKey Financial Results Net income was $357 million, translating to diluted earnings per share ("EPS") of $4.52Adjusted EPS* increased 15% year-over-year to $5.97 Gross profit* increased 12% year-over-year to
- 2w agoLPLALPL Financial Welcomes Advisor Matt GriggsGlobeNewswireSAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Griggs, AAMS®, CRPC™, of Griggs Investment Group has joined LPL Financial’s broker-dealer and Registered
- 2w agoLPLAKinetic Wealth Joins LPL’s Independent Advisor NetworkGlobeNewswireSAN DIEGO, Oct. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Kacy Walker, MSFS, AIF®, CPFA®, has launched Kinetic Wealth through affiliation with LPL Financial’s supported
- 3w agoHOODLPLABLKMS+1/R E I S S U E - Market Updates/PR NewswireThis is a reissue of the release originally distributed on 19-Oct-2026. It consists of an updated headline. Driven by the Stock Market, U.S. Minting Millionaires at Record Pace NEW YORK, Oct. 19, 2026 /PRNewswire/ --
- 4w agoLPLALPL Financial Welcomes Prince Financial ServicesGlobeNewswireSAN DIEGO, Oct. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of Prince Financial Services have joined LPL Financial's broker-dealer, Registered Investment Advisor
- 4w agoLPLAEconomos Private Wealth Joins LPL’s Independent Advisor NetworkGlobeNewswireSAN DIEGO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Economos, CFP®, CPFA®, CEPA®, CRPC®*, has launched Economos Private Wealth through affiliation with LPL
- 1mo agoLPLALPL Financial Welcomes Legacy Financial GroupGlobeNewswireSAN DIEGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brad Jerome of Legacy Financial Group has joined LPL Financial's broker-dealer and Registered Investment
- 1mo agoMETAAMZNAAPLSHOP+8Meta's standoff with Amazon over Muse could be a sign of things to comeCNBCMeta's new Muse AI personal agent is garnering excitement and shows signs of becoming a hit, but Amazon has blocked the app from its site.
- 1mo agoVLOLPLAValero Energy Corporation Elects Matt Audette to its Board of DirectorsBusiness WireValero Energy Corporation (NYSE:VLO, "Valero")) announced today that Matt Audette has been elected as an independent director to Valero’s board of directors (the "Board") and has joined the Board’s
- 1mo agoLPLALPL Financial Welcomes Horizon Wealth Management GroupGlobeNewswireSAN DIEGO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bill Wagner, CFP®, RICP®, Scott Sennett and Andrew Kocukov of Horizon Wealth Management Group have joined LPL
- 2mo agoLPLALPL Financial Welcomes Northstar Financial Advisors, LLCGlobeNewswireSAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial’s
- 2mo agoLPLALPL Welcomes ClearHaven Wealth Management to LinscoGlobeNewswireSAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth
- 2mo agoLPLALPL Financial Welcomes Preferred Financial GroupGlobeNewswireSAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial’s broker-dealer and
- 2mo agoLPLALPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information OfficerGlobeNewswireSAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer.
- 2mo agoLPLALPL Financial Welcomes Conte Wealth Advisors, LLCGlobeNewswireSAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA)
- 2mo agoLPLALPL Financial Reports Monthly Activity for July 2026GlobeNewswireSAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company") today released its monthly activity report for July 2026. Total client assets at the end of July were
- 2mo agoLPLALPL Financial Welcomes McCutchen Wesson Wealth AdvisorsGlobeNewswireSAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s
- 2mo agoLPLALPL Financial Welcomes Advisor Chris StocktonGlobeNewswireSAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform.
- 3mo agoLPLALPL Financial Demonstrates Benefits of Platform Scale, Service Innovation and Investment Expertise as Growth Drivers for ClientsGlobeNewswireSAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC concluded Focus 2026, the firm’s premier annual conference, by highlighting how its scale, research capabilities and integrated platform help its
- 3mo agoLPLALPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment AdvisorsGlobeNewswireSAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth,
- 3mo agoLPLALPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026GlobeNewswireSAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Building on the conference theme of Boundless Potential, LPL Financial leaders continued to highlight how technology-enabled efficiency is creating greater capacity for
- 3mo agoLPLALPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth ManagementGlobeNewswireSAN DIEGO, Aug. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC kicked off Focus 2026 yesterday, the firm’s premier annual conference, bringing together thousands of financial advisors, institutional leaders and
- 3mo agoLPLALPL and Private Advisor Group Welcome Paxel Financial ConsultingGlobeNewswireSAN DIEGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Paxel Financial Consulting have joined LPL Financial’s broker-dealer and Registered Investment Advisor
- 3mo agoLPLAWestKai Private Wealth Joins LPL Strategic WealthGlobeNewswireSAN DIEGO, Aug. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Don A. Harrell, CFP® of WestKai Private Wealth has joined LPL Financial’s supported independence model, LPL
- 3mo agoLPLALPL Research Launches New Model Portfolios to Expand Advisor CapabilitiesGlobeNewswireSAN DIEGO , Aug. 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70
- 3mo agoLPLALPL Financial Holdings Second Quarter 2026 Earnings Call - LPL FINANCIAL HOLDINGS INCEarnings Call TranscriptsGood afternoon, and thank you for joining the second quarter 2026 Earnings Conference Call for LPL Financial Holdings, Inc. Joining the call today are Chief Executive Officer Rich Steinmeier and President and Chief Finan
- 3mo agoLPLALPL Financial Announces Second Quarter 2026 ResultsGlobeNewswireKey Financial Results Net income was $379 million, translating to diluted earnings per share ("EPS") of $4.74, up 39% from a year ago Adjusted EPS* increased 29% year-over-year to $5.84 Gross profit*
- 3mo agoLPLALPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth GroupGlobeNewswireSAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth
- 3mo agoLPLALPL Welcomes Sunny Day FinancialGlobeNewswireSAN DIEGO, July 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Dawn Parks, CFP®, CLU®, Enrolled Agent, of Sunny Day Financial has joined LPL Financial’s broker-dealer and
- 3mo agoLPLALPL Financial’s Latitude Unifies Technology Built for the Future of AdviceGlobeNewswireSAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, cybersecurity, infrastructure
- 3mo agoLPLALPL Financial Welcomes Williams Tax & Financial ServicesGlobeNewswireSAN DIEGO, July 23, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor
- 3mo agoLPLALPL Welcomes John and Brian Bizjack to Ascendus Financial AdvisorsGlobeNewswireSAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)
- 3mo agoLPLALPL Financial Welcomes Advisor Alan FeutzGlobeNewswireSAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's
- 3mo agoLPLALPL Financial Welcomes Buell Wealth ManagementGlobeNewswireSAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)
- 4mo agoLPLALPL Financial Welcomes HighWater Wealth to Quotient Advisor PartnersGlobeNewswireSAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned
- 4mo agoLPLALPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor SatisfactionGlobeNewswireSAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the
- 4mo agoLPLACypress Point Wealth Partners Joins LPL’s Independent Advisor NetworkGlobeNewswireSAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent
- 4mo agoLPLALPL Research Team Releases Midyear Outlook 2026: Policy-Driven Markets, AI Evolution and the Case for BalanceGlobeNewswireSAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a
- 4mo agoLPLALPL Financial Welcomes Advisor David LogsdonGlobeNewswireSAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving
- 4mo agoLPLAHaskin Private Wealth Advisors Joins LPL’s Independent Advisor NetworkGlobeNewswireSAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth
- 4mo agoLPLALPL Welcomes McCormick Private Wealth to LinscoGlobeNewswireSAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. He reported
- 4mo agoLPLALPL Welcomes NorthStar Wealth AdvisoryGlobeNewswireSAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life
- 4mo agoLPLALPL Financial Welcomes Tribute FinancialGlobeNewswireSAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Tribute Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)