LPLA LPL Financial Holdings Inc.

LPL Financial Announces Third Quarter 2020 Earnings Release Date and Conference Call

LPL Financial Announces Third Quarter 2020 Earnings Release Date and Conference Call
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01/10/2020

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LPLALPL Financial Holdings Inc.

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Reports on LPL Financial Holdings Inc.

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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
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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
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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
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EverMark Investment Partners Launches with Support from LPL Strategic ...

EverMark Investment Partners Launches with Support from LPL Strategic Wealth The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, (“EverMark”), through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego,...

June 17, 2025 1 EN
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LPL Financial Welcomes Runyan Capital

LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfi...

June 12, 2025 1 EN

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