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LPLA
LPL Financial Holdings Inc.
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Jul 14, 2026 3:59:59 PM EDT

321.30USD+0.073%(+0.24)618,362

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Jul 14, 2026 9:05:30 AM EDT

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Jan 31, 2022

09:00AM EST LPL Financial LLC announced today that Accardi Financial Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported to LPL that it serves approximately $150 million in advisory, brokerage and retirement plan assets.* They join from First Allied, part of the Cetera network of broker-dealers. GlobeNewswire Inc

Jan 25, 2022

09:00AM EST Clifford-Lewis Private Wealth Launches With Support of LPL GlobeNewswire Inc

Jan 24, 2022

09:00AM EST Walker Covey Wealth Advisors Launches With Support of LPL GlobeNewswire Inc

Jan 18, 2022

09:00AM EST LPL Financial, Gladstone Welcome Father-Daughter Team GlobeNewswire Inc

Jan 14, 2022

10:19AM EST Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $253 Benzinga

Jan 13, 2022

09:00AM EST Lau Financial Group Launches With Support of LPL Strategic Wealth GlobeNewswire Inc

Jan 10, 2022

09:00AM EST LPL Financial LLC (Nasdaq:LPLA)announced today that McLaughlin Asset Management, Inc. has joined LPL Financial, aligned with Gladstone Wealth Partners (Gladstone), a large enterprise on LPLs hybrid RIA platform. The team serves approximately $600 million in advisory, brokerage and retirement plan assets,* and they join LPL from Lincoln Financial Advisors. GlobeNewswire Inc

Jan 6, 2022

09:00AM EST LPL Financial Welcomes Financial Advisor Corey Phillips GlobeNewswire Inc

Jan 5, 2022

09:00AM EST LPL Financial Welcomes Elite Financial Network GlobeNewswire Inc

Jan 4, 2022

04:22PM EST Expert Ratings For LPL Finl Hldgs Benzinga

04:05PM EST LPL Financial Announces Fourth Quarter 2021 Earnings Release Date GlobeNewswire Inc

11:20AM EST UBS Maintains Buy on LPL Finl Hldgs, Lowers Price Target to $193 Benzinga

Dec 20, 2021

09:00AM EST LPL Financial LLC (Nasdaq:LPLA) announced today that Sterling Wealth Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The Sterling team reported to LPL that it served approximately $390 million in advisory, brokerage and retirement plan assets.* They join from MML Investors Services. GlobeNewswire Inc

Dec 16, 2021

04:05PM EST LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for November 2021. GlobeNewswire Inc

10:14AM EST Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021 Benzinga

08:38AM EST B of A Securities Initiates Coverage On LPL Finl Hldgs with Neutral Rating, Announces Price Target of $184 Benzinga

Dec 15, 2021

09:00AM EST LPL Financial, JFC Advisor Network Welcome Lamont Financial Group GlobeNewswire Inc

Dec 13, 2021

08:59AM EST Financial Advisor Bob Trent and Team Join Linsco by LPL Financial GlobeNewswire Inc

08:58AM EST LPL Financial LLCannounced today that financial advisor Gene Foley has joined LPL, affiliating with Linsco by LPL Financial, the firms employee advisor model. He reported having served approximately $85 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. GlobeNewswire Inc

08:57AM EST Advisor Michael Markovich Joins Linsco by LPL Financial GlobeNewswire Inc

Dec 9, 2021

09:55PM EST Price Over Earnings Overview: LPL Financial Benzinga

09:54PM EST Here's How Much $100 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth Today Benzinga

09:00AM EST LPL Financial, The Network Welcome Humanity Wealth Advisors GlobeNewswire Inc

Dec 7, 2021

08:30AM EST LPL Financial LLC (Nasdaq:LPLA)today released the firms Outlook 2022 report, in which LPLs Research team suggests 2022 will be a year for Passing the Baton. The report includes insights and analysis of the economy and markets, and is available to all LPL Financial advisors, RIAs and institutions, and publicly in an interactive digital version and as a downloadable PDF. GlobeNewswire Inc

Dec 6, 2021

09:00AM EST Point 32 Investment Partners Launches with Support of LPL GlobeNewswire Inc

Dec 2, 2021

09:00AM EST LPL Financial LLC announced today that HPK Provident Advisors has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $230 million in advisory and brokerage assets*, and joins LPL from FSC Securities Corporation, part of the Advisor Group network of broker-dealers. GlobeNewswire Inc

Dec 1, 2021

09:00AM EST LPL Financial Celebrates 30 Years of Advisory Innovation GlobeNewswire Inc

Nov 23, 2021

09:00AM EST LPL Financial, The Network Welcome Clearview Wealth Partners GlobeNewswire Inc

Nov 18, 2021

04:05PM EST LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for October 2021. GlobeNewswire Inc

09:00AM EST LPL Financial LLCtoday announced that First Citizens Investment Center located at First Citizens Bank has joined LPLs Institution Services platform. The programs financial professionals reported having served approximately $235 million in brokerage, advisory and retirement plan assets*. They were previously affiliated with Cetera Investment Services. GlobeNewswire Inc

Nov 15, 2021

09:00AM EST Winget Benton Wealth Management Joins Linsco by LPL Financial GlobeNewswire Inc

Nov 10, 2021

09:00AM EST LPL Financial LLC (Nasdaq:LPLA)announced today that financial advisors Sam Cone, Jessica McNamee CFP, CLU and Grace Yung CFP have joined the firms Advisor Inclusion Council (AIC), which is comprised of a group of diverse representatives with different backgrounds and specialties from affiliated financial firms and institutions, along with LPL leaders. GlobeNewswire Inc

Nov 9, 2021

09:00AM EST LPL Financial and Gladstone Wealth Partners Welcome Financial GlobeNewswire Inc

Nov 3, 2021

09:00AM EDT LPL Financial, JFC Advisor Network Welcome River Cities Financial GlobeNewswire Inc

Nov 2, 2021

11:46AM EDT Truist Securities Initiates Coverage On LPL Finl Hldgs with Buy Rating, Announces Price Target of $200 Benzinga

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA)announced today that Integrity Wealth Team has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors reported having served approximately $175 million in advisory and brokerage assets*. They join LPL from Ameriprise Financial Services. GlobeNewswire Inc

Oct 29, 2021

10:10AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $226 Benzinga

Oct 28, 2021

04:42PM EDT LPL Financial Holdings Q3 EPS $1.77 Beats $1.72 Estimate, Sales $2.02B Miss $2.05B Estimate Benzinga

04:08AM EDT Earnings Scheduled For October 28, 2021 Benzinga

Oct 25, 2021

09:00AM EDT Winchell Financial Group Launches With LPL Strategic Wealth Services GlobeNewswire Inc

Oct 20, 2021

08:27AM EDT LPL Financial LLC (Nasdaq:LPLA}announced today that Riolo Financial Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $250 million in advisory and brokerage assets*. They join LPL from Ameriprise Financial. GlobeNewswire Inc

Oct 18, 2021

09:00AM EDT LPL Financial LLC (Nasdaq: LPLA)announced today that financial advisor Peter Shunyia, CFP has joined LPL Financial to launch his independent financial practice, Shunyia & Co. Private Wealth Advisors. He reported having served approximately $150 million in advisory and retirement plan assets*. He joins LPL from Merrill Lynch. GlobeNewswire Inc

Oct 14, 2021

08:05AM EDT LPL Financial Launches SMS Plus Powered by Lincoln Financial Group GlobeNewswire Inc

Oct 13, 2021

04:05PM EDT LPL Financial LLC today announced that seven of its affiliated financial advisors have been recognized as a Top Wealth Advisor Mom on a list recently published by Working Mother magazine and SHOOK Research. GlobeNewswire Inc

09:00AM EDT LPL Financial LLC announced today that financial advisor Guy Rodgers has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served approximately $175 million in advisory and brokerage assets*. He joins LPL from Wells Fargo Financial Advisors Network. GlobeNewswire Inc

Oct 11, 2021

09:00AM EDT LPL Financial, Gladstone Welcome Financial Advisor Douglas Chin GlobeNewswire Inc

Oct 8, 2021

08:02AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $208 Benzinga

Oct 7, 2021

04:05PM EDT LPL Financial LLC congratulates the seven LPL-affiliated financial advisors named to the 2021 Forbes Top Next-Gen Wealth Advisors list. GlobeNewswire Inc

Oct 6, 2021

09:00AM EDT Alia Wealth Partners Joins LPL Strategic Wealth Services GlobeNewswire Inc

Oct 4, 2021

09:00AM EDT LPL Financial Welcomes Advisor Sean Khaligh GlobeNewswire Inc

Sep 30, 2021

04:05PM EDT LPL Financial Announces Third Quarter 2021 Earnings Release Date GlobeNewswire Inc

Sep 29, 2021

09:00AM EDT LPL Financial, JFC Advisor Network Welcome First Legacy Wealth GlobeNewswire Inc

Sep 28, 2021

04:05PM EDT LPL Financial LLC today announced that three registered investment advisor (RIA) firms run by LPL-affiliated advisors have been included on Barrons list of Top 100 RIA Firms. GlobeNewswire Inc

Sep 27, 2021

09:00AM EDT Polaris Advisors Joins LPL Strategic Wealth Services GlobeNewswire Inc

Sep 23, 2021

04:10PM EDT LPL Financial LLC(Nasdaq: LPLA) today announced the inclusion of four LPL-affiliated advisors on Barrons annual list of Top 100 Independent Financial Advisors, including Charles Zhang*, rose from second position last year to the claim the top spot on the 2021 list. GlobeNewswire Inc

Sep 22, 2021

09:00AM EDT LPL Financial, Gladstone Welcome Wealth Advisory Services GlobeNewswire Inc

Sep 21, 2021

04:05PM EDT LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for August 2021. GlobeNewswire Inc

Sep 20, 2021

09:00AM EDT All-Woman Team, NorthShore Financial Strategies, Joins LPL GlobeNewswire Inc

Sep 16, 2021

09:00AM EDT LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management GlobeNewswire Inc

Sep 15, 2021

08:58AM EDT LPL Financial Foundation Forms Two New Partnerships to Encourage GlobeNewswire Inc

Sep 13, 2021

04:05PM EDT LPL Financial Hires Cara Dailey as New Chief Data Officer GlobeNewswire Inc

09:00AM EDT Shoreline Wealth Management Launches with Support of LPL Financial GlobeNewswire Inc

Sep 9, 2021

08:40AM EDT LPL Financial Welcomes Family-Run Vande Bossche Financial Planning GlobeNewswire Inc

Sep 8, 2021

09:00AM EDT LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari GlobeNewswire Inc

Sep 7, 2021

04:05PM EDT Matthew Morningstar Joins LPL Financial as EVP, Compliance, Legal GlobeNewswire Inc

08:38AM EDT LPL Financial LLC announced today that Corpus Christi Financial Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors reported having served approximately $400 million in advisory, brokerage and retirement plan assets*. They join LPL from Voya, which was recently acquired by Cetera. GlobeNewswire Inc

Sep 2, 2021

09:00AM EDT Forbes Lists Three LPL Financial Advisors Among 2021 Top Wealth GlobeNewswire Inc

Sep 1, 2021

09:00AM EDT LPL Financial LLC announced today that TBT Financial Services has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors reported having served approximately $625 million in advisory, brokerage and retirement plan assets*. They join LPL from Raymond James. GlobeNewswire Inc

Aug 31, 2021

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA)announced today that financial advisor Allison Taylor and the team at Taylor Wealth Management have joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. Taylor reported having served approximately $295 million in advisory and brokerage assets*. She joins LPL from Wells Fargo Advisors. GlobeNewswire Inc

Aug 25, 2021

09:00AM EDT StrateFi Wealth Management Launches With Support of LPL Strategic GlobeNewswire Inc

Aug 23, 2021

04:05PM EDT LPL Financial LLC(Nasdaq:LPLA)announced today that Burt White, managing director, Investor and Investment Solutions, and chief investment officer, will retire from LPL, effective March 2022. The firm will conduct a comprehensive search to identify a new wealth management leader to join its management team. GlobeNewswire Inc

Aug 19, 2021

04:05PM EDT LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for July 2021. GlobeNewswire Inc

09:00AM EDT Applewhite Tyll Retirement Planners Join Linsco by LPL Financial GlobeNewswire Inc

Aug 12, 2021

08:11AM EDT Tower 68 Financial Advisors Launches With Support of LPL Strategic GlobeNewswire Inc

Aug 9, 2021

08:40AM EDT LPL Financial Welcomes Ice Capital Management GlobeNewswire Inc

Aug 4, 2021

04:05PM EDT LPL Financial Hosts 2021 Focus Conference GlobeNewswire Inc

Aug 3, 2021

09:00AM EDT LPL Financial Hires Corey Staten as EVP, Service GlobeNewswire Inc

Aug 2, 2021

04:10PM EDT LPL Financial Lowers Advisory Account Minimums GlobeNewswire Inc

08:49AM EDT LPL Financial Welcomes Capstone Financial Partners GlobeNewswire Inc

08:08AM EDT Citigroup Maintains Buy on LPL Finl Hldgs, Raises Price Target to $228 Benzinga

Jul 30, 2021

12:13PM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $202 Benzinga

08:55AM EDT Greg Gates Named Managing Director, Chief Technology & Information GlobeNewswire Inc

Jul 29, 2021

04:43PM EDT LPL Financial Holdings Q2 EPS $1.85 Beats $1.69 Estimate, Sales $1.90B Beat $1.75B Estimate Benzinga

04:23AM EDT Earnings Scheduled For July 29, 2021 Benzinga

Jul 28, 2021

09:00AM EDT LPL Financial Welcomes Financial Advisors Kyle Smith and Michael GlobeNewswire Inc

Jul 22, 2021

09:00AM EDT LPL Financial Welcomes West End Advisory Group GlobeNewswire Inc

Jul 20, 2021

09:00AM EDT PBC Private Wealth Launches With Support of LPL Strategic Wealth GlobeNewswire Inc

Jul 15, 2021

09:00AM EDT LPL Financial Launches Solution Protecting Independent Advisors GlobeNewswire Inc

Jul 13, 2021

08:32AM EDT LPL Financial LLC (Nasdaq:LPLA) today announced that the firms Midyear Outlook 2021 is now available in an interactive digital version and as a downloadable PDF. The report contains investment insights and market guidance from LPL Financials 29-person Research team, which currently has approximately $60 billion in assets under management. GlobeNewswire Inc

Jul 12, 2021

10:26AM EDT Citigroup Maintains Buy on LPL Finl Hldgs, Lowers Price Target to $220 Benzinga

09:02AM EDT LPL Financial LLC announced today that financial advisor Alan Kodama and the team at Pacstar Financial Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $420 million in advisory, brokerage and retirement plan assets*. They join LPL from Ameriprise Financial. GlobeNewswire Inc

Jul 7, 2021

09:00AM EDT LPL Financial and Gladstone Wealth Partners Welcome Veritas GlobeNewswire Inc

Jul 6, 2021

08:55AM EDT LPL Financial Supports Adoption of South Carolina Law Protecting GlobeNewswire Inc

Jul 1, 2021

04:05PM EDT LPL Financial Announces Second Quarter 2021 Earnings Release Date GlobeNewswire Inc

08:55AM EDT LPL Financial Rolls Out New Advisory Enhancement, Providing More GlobeNewswire Inc

07:45AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $195 Benzinga

Jun 30, 2021

09:00AM EDT LPL Financial, HUB Retirement and Wealth Management Welcome GlobeNewswire Inc

Jun 29, 2021

04:22PM EDT LPL Financial LLC (Nasdaq:LPLA) today announced that two longtime LPL financial advisors, Susan Kaplan and Laila Pence, were once again named to Barrons annual list of Top 100 Women Advisors. In a year that required advisors to maintain extreme patience and discipline to meet the demands of a rapidly shifting market, both advisors ranked in the Top 15 of the elite list. GlobeNewswire Inc

Jun 28, 2021

09:00AM EDT Arise Private Wealth Launches With Support of LPL Strategic Wealth GlobeNewswire Inc

Jun 24, 2021

04:05PM EDT LPL Financial LLC today announced that the retail brokerage and advisory business of M&T Bank (NYSE: MTB) has joined LPLs Institution Services platform. The business comprises ~210 financial advisors, who collectively serve ~$22 billion of brokerage and advisory assets. GlobeNewswire Inc

09:00AM EDT LPL Financial Welcomes 30 Member Team Brian M. Woods Financial GlobeNewswire Inc

Jun 23, 2021

11:23AM EDT Providing Enhanced Retail Brokerage and Advisory Services through LPL Financial PR Newswire

08:55AM EDT LPL Financial Makes It Easier for Large Firms, Institutions and GlobeNewswire Inc

Jun 21, 2021

09:00AM EDT Boggs & Company Wealth Management Launches With Support of LPL GlobeNewswire Inc

Jun 17, 2021

04:05PM EDT LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for May 2021. GlobeNewswire Inc

08:50AM EDT LPL Financial Welcomes Curtis Barnard Financial Services and GlobeNewswire Inc

Jun 15, 2021

09:00AM EDT LPL Financial and Gladstone Wealth Partners Welcome Puzzle Wealth GlobeNewswire Inc

Jun 14, 2021

09:15AM EDT LPL Financial Welcomes CUNA Brokerage Services, Inc. to Its GlobeNewswire Inc

Jun 10, 2021

07:52PM EDT LPL Financial LLC (Nasdaq:LPLA)today announced that the company has been ranked among the Top 100 U.S. Companies Supporting Healthy Communities and Families, an annual benchmarking report published by JUST Capital, a leading platform for measuring and improving corporate performance in the stakeholder economy. GlobeNewswire Inc

09:00AM EDT LPL Financial, Bleakley Financial Group Welcome the Patterson GlobeNewswire Inc

Jun 9, 2021

09:00AM EDT LPL Financial and Perennial Financial Services Welcome Advisors GlobeNewswire Inc

Jun 8, 2021

04:05PM EDT LPL FinancialLLC todayannounced that Chief Financial Officer Matt Audette will present at the virtual Morgan Stanley US Financials, Payments & CRE Conference on June 15. GlobeNewswire Inc

Jun 7, 2021

09:00AM EDT LPL Financial Hires Waddell & Reeds Shawn Mihal GlobeNewswire Inc

Jun 3, 2021

07:55AM EDT LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced its inclusion in the 2021 Fortune 500 ranking for the first time in the companys history. LPL was ranked No. 466 among the esteemed list of the largest U.S. companies ranked by annual revenue. LPL reported record revenue of $5.9B in 2020, an increase of nearly 37% over the last three years. GlobeNewswire Inc

Jun 1, 2021

08:30AM EDT LPL Financial Welcomes Benchmark Financial Services GlobeNewswire Inc

May 25, 2021

09:00AM EDT LPL Financial and INC Advisors Welcome Bergen Point Wealth Management GlobeNewswire Inc

08:00AM EDT LPL Financial Hires EVP, Advisor Growth Solutions GlobeNewswire Inc

May 21, 2021

10:08AM EDT Benzinga's Top Ratings Upgrades, Downgrades For May 21, 2021 Benzinga

06:45AM EDT Credit Suisse Downgrades LPL Finl Hldgs to Neutral, Announces $166 Price Target Benzinga

May 20, 2021

04:05PM EDT Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for April 2021. GlobeNewswire Inc

08:57AM EDT LPL Financial LLCtoday announced that financial advisors Jennifer Kirby and Frank Granizo launched their new RIA, Talisman Wealth Advisors, and selected LPL Financial as their custodian. The principals of Talisman most recently operated as The Granizo Kirby Group at Merrill Lynch and reported having served approximately $150 million in advisory assets*. GlobeNewswire Inc

May 18, 2021

04:05PM EDT LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its wholly owned subsidiary, LPL Holdings, Inc. (LPL Holdings), has completed its previously announced offering of $400 million of senior unsecured notes due 2031 (the senior notes). GlobeNewswire Inc

May 17, 2021

09:00AM EDT LPL Financial and Gladstone Wealth Partners Welcome Women-Led GlobeNewswire Inc

May 13, 2021

08:28AM EDT LPL Financial LLC today announced that financial advisor Jeffrey Schiffman CFP has joined LPL, affiliating with Linsco by LPL Financial, the firms new W2 employee advisor model. Schiffman reported having served approximately $150 million in advisory, brokerage and retirement plan assets*. He joins LPL from UBS Financial Services. GlobeNewswire Inc

May 12, 2021

09:00AM EDT LPL Financial LLC today announced that all advisors now have access to Meeting Manager, an innovative, proprietary digital solution designed to make it easier for advisors to prepare for client meetings and enhance those client interactions. GlobeNewswire Inc

May 11, 2021

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA)today announced that financial advisor Glenn Rob DeHollander CFP, has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets*. He joins from Commonwealth Financial Network. GlobeNewswire Inc

May 10, 2021

06:34PM EDT LPL Financial Announces Pricing of Senior Unsecured Notes Offering GlobeNewswire Inc

09:00AM EDT LPL Financial Welcomes Investment Strategies Advisors GlobeNewswire Inc

07:26AM EDT LPL Financial Announces Proposed Senior Unsecured Notes Offering GlobeNewswire Inc

May 5, 2021

08:49AM EDT LPL Financial and Wealth Consulting Group Welcome Financial GlobeNewswire Inc

May 3, 2021

09:00AM EDT LPL Financial and Inc Advisors Welcome Kraner, LLC GlobeNewswire Inc

08:13AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $190 Benzinga

Apr 30, 2021

04:35PM EDT LPL Financial Closes Acquisition of Waddell & GlobeNewswire Inc

10:05AM EDT UBS Maintains Buy on LPL Finl Hldgs, Raises Price Target to $175 Benzinga

Apr 29, 2021

04:39PM EDT LPL Financial Holdings Q1 Adj. EPS $1.77 Beats $1.49 Estimate, Sales $1.71B Beat $1.64B Estimate Benzinga

04:10AM EDT Earnings Scheduled For April 29, 2021 Benzinga

Apr 28, 2021

09:00AM EDT Seapoint Wealth Advisors Launches with Support of LPL Financial GlobeNewswire Inc

Apr 26, 2021

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Dennis P. Durocher CFP has joined LPL, affiliating with Linsco by LPL Financial, the firms employee advisor model. Durocher reported having served nearly $90 million in advisory, brokerage and retirement plan assets*. He joins LPL from Wells Fargo Advisors. GlobeNewswire Inc

Apr 22, 2021

09:00AM EDT LPL Financial Releases 2021 Sustainability Report GlobeNewswire Inc

Apr 21, 2021

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA)today announced that financial advisor Evan Lereah has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served more than $400 million in advisory, brokerage and retirement plan assets*. Lereah joins LPL from Wells Fargo Advisors Financial Network. GlobeNewswire Inc

Apr 19, 2021

09:00AM EDT LPL Financial LLC (Nasdaq:LPLA)today announced that Walnut Beech Advisors has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $550 million in advisory, brokerage and retirement plan assets*. They join from Royal Alliance, part of the Advisor Group network of broker-dealers. GlobeNewswire Inc

Apr 14, 2021

09:00AM EDT LPL Financial Welcomes Financial Advisor Kip Adams and Team GlobeNewswire Inc

Apr 12, 2021

09:00AM EDT NorthEnd Private Wealth Launches With Support of LPL Financial GlobeNewswire Inc

Apr 8, 2021

09:00AM EDT LPL Financial LLC today announced that Woods Financial Group has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The firm reported having served approximately $130 million in advisory, brokerage and retirement plan assets*. They join LPL from Concorde Investment Services. GlobeNewswire Inc

Apr 6, 2021

09:00AM EDT LPL Financial LLC today announced that CR Davis & Company has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $110 million in advisory, brokerage and retirement plan assets*. The firm previously operated its own broker-dealer. GlobeNewswire Inc

Apr 1, 2021

04:05PM EDT LPL Financial Announces First Quarter 2021 Earnings Release Date GlobeNewswire Inc

Mar 31, 2021

04:05PM EDT LPL Financial LLC (Nasdaq:LPLA)today recognizes 19 LPL-affiliated advisors have been included in this years list of Forbes Top Women Wealth Advisors in the nation. GlobeNewswire Inc

09:33AM EDT Expert Ratings for LPL Finl Hldgs Benzinga

09:25AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $166 Benzinga

Mar 29, 2021

08:40AM EDT LPL Financial Welcomes Texas Team of Financial Advisors GlobeNewswire Inc

Mar 24, 2021

08:47AM EDT LPL Financial Welcomes Progressive Financial Concepts GlobeNewswire Inc

Mar 22, 2021

09:00AM EDT LPL Financial Welcomes Financial Advisor Tim Vanderloo GlobeNewswire Inc

Mar 19, 2021

10:03AM EDT Benzinga's Top Ratings Upgrades, Downgrades For March 19, 2021 Benzinga

09:37AM EDT UBS Initiates Coverage On LPL Finl Hldgs with Buy Rating, Announces Price Target of $160 Benzinga

Mar 18, 2021

04:05PM EDT LPL Financial LLC (Nasdaq:LPLA) today recognizes 17 affiliated advisors who have been ranked among the Top 1,200 Top Financial Advisors in America, according to Barrons. GlobeNewswire Inc

Mar 16, 2021

Mar 15, 2021

04:05PM EDT LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its wholly owned subsidiary, LPL Holdings, Inc. (LPL Holdings), has completed its previously announced amendment of its revolving credit facility (the credit agreement amendment) and offering of senior unsecured notes (the senior notes). GlobeNewswire Inc

08:41AM EDT LPL Financial Welcomes The Monteverde Group GlobeNewswire Inc

Mar 11, 2021

09:00AM EST LPL Financial LLC today announced that The Fox Alliance has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors reported having served approximately $260 million in advisory, brokerage and retirement plan assets*. They join LPL from First Allied, part of the Cetera network of broker-dealers. GlobeNewswire Inc

Mar 9, 2021

09:00AM EST LPL Financial LLC (Nasdaq:LPLA)today announced that two LPL attorneys have been chosen for the Leadership Council on Legal Diversitys (LCLD) 2021 Fellows Program. Erin Ogburn and Michael Wang join this years council of attorneys to further LCLDs mission to create a more diverse and inclusive legal profession. GlobeNewswire Inc

Mar 4, 2021

05:00PM EST LPL Financial Announces Pricing of Senior Unsecured Notes Offering GlobeNewswire Inc

07:31AM EST LPL Financial Announces Proposed Leverage-Neutral Transaction to Refinance Its Senior Unsecured Notes Benzinga

07:28AM EST LPL Financial Announces Proposed Leverage-Neutral Transaction to GlobeNewswire Inc

Mar 3, 2021

04:05PM EST Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today announced that Chief Financial Officer Matt Audette will present at the Wolfe Virtual FinTech Forum 2021 on March 10. GlobeNewswire Inc

Mar 1, 2021

04:05PM EST LPL Financial LLC (Nasdaq:LPLA)and PSECU have entered into an agreement to provide wealth management services to the credit unions members through LPLs Institution Services platform using the PSECU Financial Services (PFS) brand. The advisors with PFS reported having served approximately $700 million in brokerage and advisory assets* of PSECUs members. GlobeNewswire Inc

Feb 25, 2021

08:51AM EST LPL Financial Supports Austin Community Impacted by Winter Storm GlobeNewswire Inc

Feb 24, 2021

04:05PM EST LPL Financial Welcomes WWK Investments GlobeNewswire Inc

Feb 23, 2021

08:45AM EST LPL Financial LLC(Nasdaq:LPLA), a leading retail investment advisory firm, registered investment advisor (RIA) custodian and independent broker-dealer, today announced that 92 LPL-affiliated advisors are ranked among the top advisors in their respective states in the 2021 Best-in-State Wealth Advisors report published by Forbes, up from 68 a year ago. GlobeNewswire Inc

Feb 22, 2021

09:04AM EST LPL Financial Says Welcomes CVG Wealth Management Benzinga

09:00AM EST LPL Financial Welcomes CVG Wealth Management GlobeNewswire Inc

Feb 18, 2021

04:05PM EST Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today announced that Chief Financial Officer Matt Audette will present at the 22nd Annual Credit Suisse Virtual Financial Services Forum on Feb. 25. GlobeNewswire Inc

09:00AM EST LPL Financial Launches Video Series on Issues Facing Black Community GlobeNewswire Inc

Feb 17, 2021

04:05PM EST LPL Financial Welcomes Foran Financial Group GlobeNewswire Inc

08:00AM EST LPL Financials New Brand Identity Ushers in a GlobeNewswire Inc

Feb 16, 2021

04:30PM EST LPL Financial Announces Managing Director Scott Seese to Take GlobeNewswire Inc

04:05PM EST Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the Company), today released its monthly activity report for January 2021. GlobeNewswire Inc

Feb 11, 2021

11:21AM EST Stocks That Hit 52-Week Highs On Thursday Benzinga

09:00AM EST LPL Financial LLC, a leading retail investment advisory firm, registered investment advisor (RIA) custodian and independent broker-dealer, announced today the launch of LPL Financial M&A Solutions, an enhanced suite of services offering strategic support and a digital experience to help advisors grow through acquisition or unlock the value of their practice at sale. GlobeNewswire Inc

Feb 9, 2021

08:57AM EST Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $150 Benzinga

Feb 8, 2021

08:55AM EST LPL Financial Welcomes Financial Advisor Darrell Todd GlobeNewswire Inc

Feb 4, 2021

04:40PM EST LPL Financial Q4 EPS $1.38 Vs. $1.53 Year Ago RTTNews

04:35PM EST LPL Financial Holdings Q4 EPS $1.53 Beats $1.34 Estimate, Sales $1.58B Beat $1.52B Estimate Benzinga

04:32PM EST Recap: LPL Finl Hldgs Q4 Earnings Benzinga

04:05PM EST LPL Financial Announces Fourth Quarter and Full Year 2020 Results GlobeNewswire Inc

08:35AM EST Earnings Scheduled For February 4, 2021 Benzinga

Feb 3, 2021

10:23AM EST Earnings Preview for LPL Financial Holdings Benzinga

Feb 1, 2021

04:05PM EST LPL Financial Earns Another Perfect Score in GlobeNewswire Inc

09:00AM EST LPL Financial Welcomes Financial Advisor Tiger Blackwell GlobeNewswire Inc

Jan 26, 2021

09:00AM EST LPL Financial Welcomes Washington Crossing Financial Group GlobeNewswire Inc

Jan 19, 2021

04:05PM EST LPL Financial Hires Edward Fandrey as Managing Director, Advisor GlobeNewswire Inc

08:29AM EST LPL Financial Welcomes Financial Advisor Gary Stiles GlobeNewswire Inc

Jan 14, 2021

09:00AM EST LPL Financial Welcomes West Texas WealthCare GlobeNewswire Inc

Jan 12, 2021

09:00AM EST LPL Financial Welcomes Integrity Financial Services GlobeNewswire Inc

Jan 11, 2021

09:16AM EST Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $138 Benzinga

Jan 5, 2021

09:00AM EST LPL Financial Welcomes FDR Financial Group GlobeNewswire Inc

Jan 4, 2021

04:05PM EST LPL Financial Announces Fourth Quarter and Full Year 2020 Earnings GlobeNewswire Inc

Dec 21, 2020

09:02AM EST LPL Financial, Professional Wealth Advisors Welcome Financial GlobeNewswire Inc

Dec 17, 2020

09:00AM EST LPL Financial, Gladstone Wealth Partners Welcome Mother and Son Team GlobeNewswire Inc

Dec 15, 2020

09:00AM EST LPL Financial Integrates RightCapital Within ClientWorks GlobeNewswire Inc

Dec 14, 2020

04:10PM EST LPL Financial Hires Brent Simonich as EVP, Chief Accounting GlobeNewswire Inc

09:05AM EST LPL Financial Welcomes White Oak Investment Management GlobeNewswire Inc

Dec 9, 2020

04:05PM EST LPL Financial LLC(Nasdaq:LPLA), a leading retail investment advisory firm, registered investment advisor (RIA) custodian and independent broker-dealer, announced today that the firm won an InvestmentNews 2020 Innovation Award recognizing its advisor mergers and acquisitions platform. GlobeNewswire Inc

09:00AM EST LPL Financial, Gladstone Wealth Partners Welcome Advisor Joe GlobeNewswire Inc

Dec 8, 2020

09:00AM EST LPL Financial Research Publishes Outlook 2021: Powering Forward GlobeNewswire Inc

Dec 7, 2020

09:00AM EST LPL Financial Welcomes Rosemont Financial Group GlobeNewswire Inc

Dec 2, 2020

05:20PM EST Waddell & Reed Financial Inc. (WDR) Wednesday said it has agreed to be acquired by Macquarie Asset Management, the asset management division of Macquarie Group (MQG.AX, MQBKY.PK) for a total consideration of $1.7 billion. RTTNews

05:02PM EST Macquarie to acquire Waddell & Reed Financial, Inc. and upon closing sell Waddell & Reedswealth management business to LPL Financial for $300 million GlobeNewswire Inc

Nov 30, 2020

09:00AM EST LPL Financial Welcomes Nautica Wealth Advisors GlobeNewswire Inc

Nov 23, 2020

09:00AM EST LPL Financial Welcomes Verus Capital Partners GlobeNewswire Inc

Nov 19, 2020

09:00AM EST Adara Wealth Management Launches With Support of LPL Strategic GlobeNewswire Inc

08:00AM EST Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $129 Benzinga

Nov 17, 2020

07:31AM EST Citigroup Maintains Buy on LPL Finl Hldgs, Raises Price Target to $145 Benzinga

Nov 16, 2020

09:04AM EST $2b Wirehouse Team Joins LPL Financial, Gladstone Wealth Partners GlobeNewswire Inc

Nov 12, 2020

09:00AM EST LPL Financial and KM Capital Group Welcome Financial Advisors GlobeNewswire Inc

Nov 10, 2020

09:00AM EST LPL Financial Welcomes Trivium Point Advisory GlobeNewswire Inc

Nov 4, 2020

09:00AM EST LPL Financial Welcomes Investment Services at First Community to GlobeNewswire Inc

Nov 3, 2020

09:00AM EST LPL Financial and INC Advisors Welcome Trilith Wealth Management GlobeNewswire Inc

Nov 2, 2020

04:05PM EST Ben Welch joins LPL Financial as EVP, Trading GlobeNewswire Inc

Oct 29, 2020

04:43PM EDT LPL Financial Holdings Q3 EPS $1.29 Beats $1.23 Estimate, Sales $1.46B Beat $1.42B Estimate Benzinga

04:08AM EDT Earnings Scheduled For October 29, 2020 Benzinga

Oct 27, 2020

06:09AM EDT LPL Acquires Fintech Firm Blaze Portfolio; Paid An Initial Purchase Price Of Approximately $12M And Has Agreed To Potential Contingent Payment Of Up To $5M Benzinga

06:00AM EDT LPL Acquires Fintech Firm Blaze Portfolio GlobeNewswire Inc

Oct 26, 2020

08:35AM EDT LPL Financial Welcomes Father-son Advisors Michael and Patrick GlobeNewswire Inc

Oct 22, 2020

09:05AM EDT LPL Financial Welcomes Eight Advisors after CenterState Bank, GlobeNewswire Inc

Oct 19, 2020

09:05AM EDT LPL Financial Welcomes Tagge Rutherford Financial Group GlobeNewswire Inc

Oct 15, 2020

08:45AM EDT LPL Financial Welcomes Father-Son Advisors Tom and Bill Smothers GlobeNewswire Inc

Oct 13, 2020

04:05PM EDT LPL Financial Selected as Finalist for MMIs GlobeNewswire Inc

09:00AM EDT LPL Financial Hosts Virtual Womens Conference GlobeNewswire Inc

Oct 12, 2020

04:05PM EDT Thomas Cappello, CFA Joins LPL Financial as Executive Vice GlobeNewswire Inc

09:00AM EDT LPL Financial and Gladstone Financial Resources Group Welcome GlobeNewswire Inc

Oct 7, 2020

08:58AM EDT LPL Financial and Financial Resources Group Welcome GreenState GlobeNewswire Inc

Oct 6, 2020

09:45AM EDT Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $104 Benzinga

08:48AM EDT LPL Financial LLC(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that eight of its affiliated advisors have been selected as a Top Wealth Advisor Mom on a list recently released by Working Mother magazine and SHOOK Research. GlobeNewswire Inc

Oct 5, 2020

09:02AM EDT LPL Financial and Merit Financial Group Welcome Reason Financial GlobeNewswire Inc

Oct 1, 2020

04:30PM EDT LPL Financial Congratulates Advisor on Lifetime Achievement Award GlobeNewswire Inc

04:05PM EDT LPL Financial Announces Third Quarter 2020 Earnings Release Date GlobeNewswire Inc

Sep 29, 2020

09:00AM EDT LPL Financial Welcomes Hendrix Group Financial Services GlobeNewswire Inc

Sep 28, 2020

09:00AM EDT LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that four independent registered investment advisors (RIAs) who partner with LPL as their primary custodian have been named to Barrons 2020 Top 100 RIA Firms ranking. GlobeNewswire Inc

Sep 22, 2020

09:00AM EDT North Bend Wealth Management Launches With Support of LPL GlobeNewswire Inc

Sep 16, 2020

09:00AM EDT LPL Financial Welcomes SGC Financial and Insurance Services GlobeNewswire Inc

Sep 15, 2020

04:35PM EDT LPL Financial LLC(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that four of its affiliated advisors have been ranked on the 2020 list of the Top 100 Independent Financial Advisors in America published in Barrons. GlobeNewswire Inc

04:05PM EDT Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today released its monthly activity report for August 2020. GlobeNewswire Inc

Sep 14, 2020

09:00AM EDT LPL Financial Welcomes JTL Wealth Partners GlobeNewswire Inc

Sep 10, 2020

08:53AM EDT Rivers Edge Wealth Partners Launches With GlobeNewswire Inc

Sep 8, 2020

09:00AM EDT LPL Financial Welcomes Financial Advisor Forrest Williams, Jr. GlobeNewswire Inc

Sep 3, 2020

09:00AM EDT LPL Financial Welcomes the Murphy Team to Happy Investment Services GlobeNewswire Inc

Sep 2, 2020

04:05PM EDT Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today announced that Chief Financial Officer Matt Audette will present at the Barclays Global Financial Services Conference on Sept. 16. GlobeNewswire Inc

08:30AM EDT LPL Financial LLC(Nasdaq:LPLA), a leading retail investment advisory firm and independent broker-dealer, today announced the addition of eight new members to its Advisor Inclusion Council. The council, established in 2018, comprises of 20 diverse representatives from financial firms and institutions, along with LPL leaders. GlobeNewswire Inc