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LPLA Stock News Image - globenewswire.com

SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management.

globenewswire.com 2025 Jun 24
LPLA Stock News Image - zacks.com

LPLA's brokerage and advisory assets surge to $1.85T in May, up 26.5% year over year amid solid organic inflows and advisor gains.

zacks.com 2025 Jun 24
LPLA Stock News Image - globenewswire.com

SAN DIEGO, June 23, 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 May 2025.

globenewswire.com 2025 Jun 23
LPLA Stock News Image - globenewswire.com

The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model

globenewswire.com 2025 Jun 17
LPLA Stock News Image - globenewswire.com

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities.

globenewswire.com 2025 Jun 12
LPLA Stock News Image - seekingalpha.com

LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL's growth story.

seekingalpha.com 2025 Jun 11
LPLA Stock News Image - zacks.com

Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.

zacks.com 2025 Jun 10
LPLA Stock News Image - zacks.com

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 2025 Jun 10
LPLA Stock News Image - globenewswire.com

SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company.

globenewswire.com 2025 Jun 05
LPLA Stock News Image - investors.com

The investment advisory firm outranks industry leaders such as Robinhood Markets and Charles Schwab.

investors.com 2025 Jun 04
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