LPLA LPL Financial Holdings Inc.

UPDATE -- LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital

UPDATE -- LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital

CHARLOTTE, N.C., June 10, 2021 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA) today announced that the company has been ranked among the “Top 100 U.S. Companies Supporting Healthy Communities and Families,” an annual benchmarking report published by JUST Capital, a leading platform for measuring and improving corporate performance in the stakeholder economy.

JUST Capital, with support from the Robert Wood Johnson Foundation, honors companies that are investing in the health of communities and the families that inhabit them, including protecting worker health and safety, paying a fair, livable wage, cultivating a diverse and inclusive workplace, and combating climate change, among others**.

“We are honored to be recognized as a leader by JUST Capital,” said Sallie Larsen, Chief Human Capital Officer. “Healthier communities achieve improved education outcomes, attract more talented workers, and perform more productively and competitively.  As part of our culture and values, we are committed to practices and policies that nurture safe, healthy and productive employees and communities.”

As part of its dedication to building healthy communities and families, LPL has:

  • by reducing energy use 30 percent among its offices across the country in 2020
  • Contributed over to address pandemic impacts in 2020
  • Focused on to roles at, or above, vice president, resulting in an increase in diverse representation among the executive level
  • that provides all workers with up to 14 days of full pay if they are sick
  • Collaborated with organizations through the LPL Foundation to donate

More information on LPL’s sustainability and diversity initiatives can be found in the firm’s 2021 .

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)

** This ranking leverages data from JUST Capital’s 2021 Rankings of America’s Most JUST Companies. Of the 19 Issues essential to just business, we collaborated with the Robert Wood Johnson Foundation to identify the 10 that best define how companies invest in the health and well-being of their workers, the families they support, and the communities in which they operate. The issues are: Pays a fair, livable wage. Cultivates a diverse and inclusive workplace. Protects worker health and safety. Provides benefits and work-life balance. Contributes to community development. Supports local communities. Makes products that do not harm. Helps combat climate change. Minimizes pollution. Prioritizes value creation for all stakeholders.

Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Connect with Us!

Media Contact:

Lauren Hoyt-Williams

813-351-9203

 



EN
10/06/2021

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 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...

 PRESS RELEASE

LPL Financial Welcomes Shoreline Private Wealth Management

LPL Financial Welcomes Shoreline Private Wealth Management SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) --  announced today that Jason Mochi of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined ...

 PRESS RELEASE

LPL Financial Welcomes Sound Wealth

LPL Financial Welcomes Sound Wealth SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch