LPLA LPL Financial Holdings Inc.

LPL Financial to Present at the UBS Financial Services Virtual Conference

LPL Financial to Present at the UBS Financial Services Virtual Conference

SAN DIEGO, Aug. 05, 2021 (GLOBE NEWSWIRE) -- LLC today announced that Chief Financial Officer Matt Audette will present at the UBS Financial Services Virtual Conference on August 11.

The virtual presentation takes place at 1:00 p.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website beginning two hours after the presentation. The replay will remain available through September 10.

About LPL Financial

LPL Financial (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 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective 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, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

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.

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

Media Relations – Lauren Hoyt-Williams, (980) 321-1232  





EN
05/08/2021

Underlying

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

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Di...

LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. “Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves,” said . “Their perspectives, judgment and ability to connect strategy with execution continue to be critical as we support the growth o...

 PRESS RELEASE

LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Plann...

LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to , an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Memphis, Tenn., Wooden...

 PRESS RELEASE

LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth

LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) --  announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA), aligned with , an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers o...

 PRESS RELEASE

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 ...

 PRESS RELEASE

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...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch