LPLA LPL Financial Holdings Inc.

LPL Financial to Present at the Goldman Sachs 2022 US Financial Services Conference

LPL Financial to Present at the Goldman Sachs 2022 US Financial Services Conference

SAN DIEGO, Nov. 30, 2022 (GLOBE NEWSWIRE) -- LLC (Nasdaq:LPLA) today announced that Chief Executive Officer Dan Arnold will present at the Goldman Sachs 2022 US Financial Services Conference on December 7.

The presentation takes place at 10:40 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. The replay will remain available through December 28.

Contacts

Investor Relations



(617) 897-4574

Media Relations



(980) 321-1232

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve*, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

* Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021.



LPL and its affiliated companies provide financial services only from the United States.

Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.

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



EN
30/11/2022

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 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
 PRESS RELEASE
Free
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
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Consilium Wealth

LPL Financial Welcomes Consilium Wealth SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) --  announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and speci...

March 17, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

Legacy Ridge Private Wealth Joins LPL Strategic Wealth

Legacy Ridge Private Wealth Joins LPL Strategic Wealth SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Jo...

March 12, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Di...

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. “Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves,” said . “Their perspectives, judgment and ability to connect strategy with execution continue to be critical as we support the growth o...

March 4, 2026 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch