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US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the company is focused on tech-driven organic growth. LPLA posted strong Q1 results, and shares recently made new all-time highs.
Favorable market performance leads to a sequential improvement in LPL Financial's (LPLA) total brokerage and advisory assets in May 2024.
SAN DIEGO, June 20, 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 May 2024.
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.
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.
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.
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.
Unfavorable market performance leads to a sequential decline in LPL Financial's (LPLA) total brokerage and advisory assets in April 2024.
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.
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