LPLA LPL Financial Holdings Inc.

LPL Financial to Present at the Goldman Sachs Financial Services Conference

LPL Financial to Present at the Goldman Sachs Financial Services Conference

SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9.

The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation.

Contacts

Investor Relations

Media Relations

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit .

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “” or “” section of our website.



EN
02/12/2025

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell...

LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joine...

 PRESS RELEASE

LPL Financial to Present at the Goldman Sachs Financial Services Confe...

LPL Financial to Present at the Goldman Sachs Financial Services Conference SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth managem...

 PRESS RELEASE

LPL Financial Welcomes Kūpono Wealth Planning

LPL Financial Welcomes Kūpono Wealth Planning SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) --  announced today that Brandon Wallis, CFP®, CRPS™, of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawaiʻi home sin...

 PRESS RELEASE

LPL Financial Reports Monthly Activity for October 2025

LPL Financial Reports Monthly Activity for October 2025 SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of $36.6 billion, or 1.6%, compared to the end of September 2025. Total organic net new assets for October were $7.3 billion, translating to a 3.8% annualized growth rate. This included $0.7 billion of assets from First Horizon Bank that onboarded in October, and $0.5 billion of assets that ...

 PRESS RELEASE

LPL Financial Welcomes Longstreet Wealth Management

LPL Financial Welcomes Longstreet Wealth Management SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. Located near Lubbock, Texas, with offices in Amarillo and Hereford, the team is comprised of Taylor Graves, CFP®, and Wayne Pierson. Together, they bring nearly four decades of combined experience and serv...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch