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 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...

 PRESS RELEASE

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...

 PRESS RELEASE

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...

 PRESS RELEASE

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...

 PRESS RELEASE

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...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch