LPLA Stock Recent News

LPLA's February total brokerage and advisory assets are $1.82 trillion, growing 0.6% from the prior month and 29.9% year over year.

SAN DIEGO, March 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 February 2025. Total advisory and brokerage assets at the end of February were $1.82 trillion, an increase of $11.3 billion, or 0.6%, compared to the end of January 2025.

SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.

SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth , an existing firm supported by LPL Strategic Wealth . The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.

SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J. “We welcome The Investment Center's 160 high-performing advisors to our network.

SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA®, 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 assets* and joins LPL from Wells Fargo Advisors Financial Network.

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

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.

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.

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?