LPLA LPL Financial Holdings Inc.

LPL FINANCIAL ANNOUNCES FIRST QUARTER 2020 EARNINGS RELEASE DATE AND CONFERENCE CALL

LPL FINANCIAL ANNOUNCES FIRST QUARTER 2020 EARNINGS RELEASE DATE AND CONFERENCE CALL

SAN DIEGO, April 02, 2020 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, announced it will report first quarter financial results after the market closes on April 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. Listeners can call 877-677-9122 (domestic) or 708-290-1401 (international) and use passcode 1367917.

The conference call will also be webcast simultaneously on the Investor Relations section of the Company's website and a replay will be available on demand until May 21. A telephonic replay will be available beginning approximately two hours after the call and will remain accessible until 11:59 p.m. ET May 7. It can be accessed by calling 855-859-2056 (domestic) or 404-537-3406 (international), using passcode 1367917.

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

*Based on total revenues, Financial Planning magazine June 1996-2019.

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

Investor Relations – Chris Koegel, (617) 897-4574  

Media Relations – Jeff Mochal, (704) 733-3589  

investor.lpl.com/contactus.cfm

 

EN
02/04/2020

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 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