LPLA LPL Financial Holdings Inc.

LPL Financial Advisors Named ‘Top Wealth Advisor Moms’

LPL Financial Advisors Named ‘Top Wealth Advisor Moms’
EN
06/10/2020

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 Resilient Wealth Management

LPL Financial Welcomes Resilient Wealth Management SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. Based in Fresno, Calif., Dixon-James founded Resilient Wealth Management in 2020 with the goal of providing his clients, who are mostly nearing or in retirement, with personalized support and d...

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

LPL Financial Appoints Mike Holtschlag as Executive Vice President of ...

LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company’s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for t...

June 30, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Wyatt Wealth Management

LPL Financial Welcomes Wyatt Wealth Management SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) --  announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services industry as a college student working in a Dallas restaurant. Two of his regular custom...

June 26, 2025 1 EN
 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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch