LPL Financial

Yahoo Finance • 3 days ago

LPL Financial Reports Monthly Activity for January 2025

SAN DIEGO, Feb. 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 January 2025. Tota... Full story

Yahoo Finance • 12 days ago

LPL Financial Welcomes Lex Wealth Management

SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) a... Full story

Yahoo Finance • 17 days ago

LPL Financial Welcomes Jackson/Roskelley Wealth Advisors

SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Regis... Full story

Yahoo Finance • 18 days ago

LPL Financial to present at the Bank of America Securities Financial Services Conference

SAN DIEGO, Feb. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bank of America Securities Financial Services Conference on February 12. The presentation... Full story

Yahoo Finance • 20 days ago

LPL Financial Welcomes Charter Oak Wealth Partners

SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Fi... Full story

Yahoo Finance • 24 days ago

LPL Financial Announces Fourth Quarter and Full Year 2024 Results

Fourth Quarter 2024 Key Financial Results: Net Income was $271 million, translating to diluted earnings per share ("EPS") of $3.59, up26% from a year agoAdjusted EPS* increased 21% year-over-year to $4.25 Gross profit* increased 22% yea... Full story

Yahoo Finance • last month

LPL Financial Welcomes Johns Creek Financial

SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They re... Full story

Yahoo Finance • 4 months ago

LPL Financial Welcomes Financial Advisor Ashton Medina

LPL Financial Holdings, Inc. SAN DIEGO, Oct. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Ashton Medina, CFA®, CFP®, has joined LPL Financial’s broker-dealer and corporate RIA platforms, aligning... Full story

Yahoo Finance • 5 months ago

Air Capital Wealth Management Launches with LPL Financial

LPL Financial Holdings, Inc. SAN DIEGO, Oct. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Michael Caffrey, CRPC®, Derek Keller, CFP®, CPFA®, CRPC®, MBA, and Gabriel Parham have launc... Full story

Yahoo Finance • 5 months ago

LPL Financial Closes Its Acquisition of Atria Wealth Solutions

LPL Financial Holdings, Inc. SAN DIEGO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) announced the close of its acquis... Full story

Yahoo Finance • 5 months ago

LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel

LPL Financial Holdings, Inc. SAN DIEGO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ken Hutkin and Ron Winkler have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launc... Full story

Yahoo Finance • 6 months ago

LPL Financial welcomes advisor Kelly Compton

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with existin... Full story

Yahoo Finance • 6 months ago

4Point Wealth Management Joins LPL Strategic Wealth Services

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP... Full story

Yahoo Finance • 6 months ago

LPL Financial Welcomes Wealthstead Financial Advisors

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have jo... Full story

Yahoo Finance • 6 months ago

SEC Fines Firms $393 Million in Latest WhatsApp Probe Fallout

(Bloomberg) -- Twenty-six financial firms agreed to pay more than $390 million in fines after the US Securities and Exchange Commission alleged they failed to maintain their employees’ electronic communications, the latest fallout from the... Full story

Yahoo Finance • 6 months ago

LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business

LPL Financial Holdings, Inc. At Focus 2024, its flagship industry conference, LPL features strategic priorities and expanded portfolio of resources to help advisors nurture highly successful businesses SAN DIEGO, Aug. 13, 2024 (GLOBE NEW... Full story

Yahoo Finance • 7 months ago

LPL Financial Welcomes Rockview Private Wealth

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private W... Full story

Yahoo Finance • 7 months ago

LPL Financial Welcomes SoundWay Financial

LPL Financial Holdings, Inc. SAN DIEGO, Aug. 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors with SoundWay Financial have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned wi... Full story

Yahoo Finance • 7 months ago

Morgan Stanley Raises Rates on Cash. It’s a Sign of Pressure Across Industry.

Morgan’s policy change comes as analysts question whether more wealth managers will be forced to pay higher interest on clients’ uninvested cash. Continue reading View comments()... Full story

Yahoo Finance • 7 months ago

LPL Financial Welcomes Technology Leader Sid Vyas as CTO of Infrastructure and Operations

LPL Financial Holdings, Inc. SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil “Sid” Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and Operations. In hi... Full story