LPLA LPL Financial Holdings Inc.

LPL Financial Hosts Virtual Women’s Conference Throughout October

LPL Financial Hosts Virtual Women’s Conference Throughout October
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13/10/2020

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LPLALPL Financial Holdings Inc.

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Reports on LPL Financial Holdings Inc.

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LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, M...

LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- today released its Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. Setting the tone for the second half of 2025, offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios. The Midyear Outlook...

50m 1 EN
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Bell Wealth Partners Launches with Support of LPL Strategic Wealth Ser...

Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) --  announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Headquartered in Fairbanks, Alaska with an additional office in Medford, Ore., the ensemble practice has deve...

1h / 5m 1 EN
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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
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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
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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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