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 Reports Monthly Activity for January 2026

LPL Financial Reports Monthly Activity for January 2026 SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized growth rate. Total client ...

February 19, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with , an existing firm supported by  (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS. Based outside New Haven, Conn. in Branford, the Thimble Island team is made up of experienced advisors who share a commitment to providing personalize...

February 19, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Shoreline Private Wealth Management

LPL Financial Welcomes Shoreline Private Wealth Management SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) --  announced today that Jason Mochi of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined ...

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

LPL Financial Welcomes Sound Wealth

LPL Financial Welcomes Sound Wealth SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex...

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

LPL Financial Welcomes Wealth Innovations

LPL Financial Welcomes Wealth Innovations SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) --  announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. Th...

February 3, 2026 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch