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 Announces Third Quarter 2025 Earnings Release Date and C...

LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at . Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is ...

October 9, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Cha...

LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, to launch . They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.   Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aim...

October 7, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Lighthouse Private Wealth

LPL Financial Welcomes Lighthouse Private Wealth SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) --  announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the team – an existing firm supporting LPL-affiliated advisors - have come together to form . The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC. Located in Red Bank, New Jersey, within the m...

September 30, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Tennant Financial

LPL Financial Welcomes Tennant Financial SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborat...

September 25, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Reports Monthly Activity for August 2025

LPL Financial Reports Monthly Activity for August 2025 SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("C...

September 18, 2025 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch