LPLA LPL Financial Holdings Inc.

LPL Financial to Present at the William Blair Growth Stock Conference

LPL Financial to Present at the William Blair Growth Stock Conference

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4.

The presentation takes place at 11 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 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 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
28/05/2025

Underlying

LPLALPL Financial Holdings Inc.

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
Free
LPLA LPL Financial H...

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mi...

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- 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 . They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapoli...

June 24, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Reports Monthly Activity for May 2025

LPL Financial Reports Monthly Activity for May 2025 SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of assets that off-boarded as part of the previously dis...

June 23, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

EverMark Investment Partners Launches with Support from LPL Strategic ...

EverMark Investment Partners Launches with Support from LPL Strategic Wealth The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, (“EverMark”), through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego,...

June 17, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Runyan Capital

LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- 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. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfi...

June 12, 2025 1 EN
Free Trial
LPLA LPL Financial H...

LPL Financial Holdings Inc: 1 director

A director at LPL Financial Holdings Inc sold 1,500 shares at 378.867USD and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

LPLA LPL FINANCIAL HOLDINGS INC.
06/10/25 June 10, 2025 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch