LPLA LPL Financial Holdings Inc.

LPL Financial and Merit Financial Group Welcome Reason Financial

LPL Financial and Merit Financial Group Welcome Reason Financial
EN
05/10/2020

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LPLALPL Financial Holdings Inc.

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Reports on LPL Financial Holdings Inc.

 PRESS RELEASE
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LPLA LPL Financial H...

LPL Financial Announces First Quarter 2026 Earnings Release Date and C...

LPL Financial Announces First Quarter 2026 Earnings Release Date and Conference Call SAN DIEGO, April 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report first quarter financial results after the market closes on Thursday, April 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at . Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is...

1h / 37m 1 EN
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LPL Welcomes Emerald Legacy Advisors

LPL Welcomes Emerald Legacy Advisors SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) --  announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry,...

April 7, 2026 1 EN
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LPL Financial Welcomes Advisor Trey Pope

LPL Financial Welcomes Advisor Trey Pope SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) --  announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of Huntsville, Alabama, Pope brings more than a decade of industry experience and serves a diverse client base that includes engineers, medical professionals, government employees and retirees, many of whom are in their pe...

April 2, 2026 1 EN
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LPL Financial Welcomes Five Star Wealth Planning

LPL Financial Welcomes Five Star Wealth Planning SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer pla...

March 31, 2026 1 EN
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LPLA LPL Financial H...

LPL Welcomes Gibson Financial Group to Linsco

LPL Welcomes Gibson Financial Group to Linsco SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Kelly Lawrence and Vin Sbano have joined to launch . The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management. Based in Boston, Gibson Financial Group serves a diverse client base across professions and life stages. The team is supported by David MacDonald, MBA, Senior LPL Registered Client Service Associate, who plays a significant role in the group’s day-to-day o...

March 24, 2026 1 EN

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