LPLA Stock Recent News

LPLA LATEST HEADLINES

LPLA Stock News Image - globenewswire.com

SAN DIEGO, June 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor David Hilbig, CFP®, has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG.

globenewswire.com 2024 Jun 10
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 30, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors with Highland Partners Financial Services, which is led by Managing Partner G. Mark Hamby, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving more than $400 million in advisory, brokerage and retirement plan assets* and join LPL from Momentum Independent Network, a subsidiary of Hilltop Holdings.

globenewswire.com 2024 May 30
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Securities America, now part of Osaic.

globenewswire.com 2024 May 29
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP®, of Frank Financial Concepts have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Berthel Fisher & Co.

globenewswire.com 2024 May 28
LPLA Stock News Image - zacks.com

Unfavorable market performance leads to a sequential decline in LPL Financial's (LPLA) total brokerage and advisory assets in April 2024.

zacks.com 2024 May 24
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 23, 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 April 2024.

globenewswire.com 2024 May 23
LPLA Stock News Image - globenewswire.com

The N.C.-based team manages approximately $4.6B AUM across 105 advisors The N.C.-based team manages approximately $4.6B AUM across 105 advisors

globenewswire.com 2024 May 22
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) --   LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management. The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

globenewswire.com 2024 May 21
LPLA Stock News Image - globenewswire.com

SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.

globenewswire.com 2024 May 20
LPLA Stock News Image - Zacks Investment Research

LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.

Zacks Investment Research 2024 May 09
10 of 50