LPLA LPL Financial Holdings Inc.

LPL Financial to Present at the Virtual Morgan Stanley US Financials, Payments & CRE Conference

LPL Financial to Present at the Virtual Morgan Stanley US Financials, Payments & CRE Conference

SAN DIEGO, June 08, 2021 (GLOBE NEWSWIRE) --  LLC today announced that Chief Financial Officer Matt Audette will present at the virtual Morgan Stanley US Financials, Payments & CRE Conference on June 15.

The virtual presentation takes place at 2:00 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 July 6.

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 18,000 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)

Securities and Advisory services offered through LPL Financial LLC, a registered 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
08/06/2021

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 Advisor Trey Pope

LPL Financial Welcomes Advisor Trey Pope SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) --  announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of Huntsville, Alabama, Pope brings more than a decade of industry experience and serves a diverse client base that includes engineers, medical professionals, government employees and retirees, many of whom are in their pe...

April 2, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Five Star Wealth Planning

LPL Financial Welcomes Five Star Wealth Planning SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer pla...

March 31, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Welcomes Gibson Financial Group to Linsco

LPL Welcomes Gibson Financial Group to Linsco SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Kelly Lawrence and Vin Sbano have joined to launch . The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management. Based in Boston, Gibson Financial Group serves a diverse client base across professions and life stages. The team is supported by David MacDonald, MBA, Senior LPL Registered Client Service Associate, who plays a significant role in the group’s day-to-day o...

March 24, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Consilium Wealth

LPL Financial Welcomes Consilium Wealth SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) --  announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and speci...

March 17, 2026 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

Legacy Ridge Private Wealth Joins LPL Strategic Wealth

Legacy Ridge Private Wealth Joins LPL Strategic Wealth SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Jo...

March 12, 2026 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch