reports
LPL Financial Welcomes Horizon Capital Advisors
LPL Financial Welcomes Horizon Capital Advisors SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Led by Partners Brett Deuth, CRPC®, J. Brock McClain, CFP®, and Brian Watts, CFP®, Horizon Capital’s roots date back more than 50 years. The ensemble practice is headquartered in Overland Park, ...
LPL Financial Announces Pricing of Its Common Stock Offering
LPL Financial Announces Pricing of Its Common Stock Offering SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pricing of an underwritten public offering of 4,687,500 shares of its common stock at a price to the public of $320.00 per share. LPL also granted the underwriters a 30-day option to purchase up to an additional 703,125 shares of its common stock at the public offering price, less underwriting discounts and commissions. The offering is...
LPL Financial Announces Proposed $1.5 Billion Common Stock Offering
LPL Financial Announces Proposed $1.5 Billion Common Stock Offering SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it has commenced an underwritten public offering of $1.5 billion of its common stock. Morgan Stanley & Co. LLC is acting as sole active book-running manager. LPL also intends to grant the underwriters a 30-day option to purchase up to an additional $225.0 million of its common stock. LPL intends to use the net proceeds of this offering to fund a po...
LPL Financial to Acquire Commonwealth Financial Network
LPL Financial to Acquire Commonwealth Financial Network Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to assume advisory role to LPL Board of DirectorsCommonwealth CEO to join LPL Management Committee, partnering to launch Office of Advisor Advocacy SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it h...
LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Austin Greer, CRPS ®, has joined LPL’s employee advisor channel, , to launch . He reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Based in the Linsco office in Franklin, Tenn., Greer originally set out to become a high school English teacher before following his father’s footsteps into financial services. He appreciates the educational component of his role as a financial a...
LPL Financial Reports Monthly Activity for February 2025
LPL Financial Reports Monthly Activity for February 2025 SAN DIEGO, March 20, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for February 2025. Total advisory and brokerage assets at the end of February were $1.82 trillion, an increase of $11.3 billion, or 0.6%, compared to the end of January 2025. Total net new assets for February were $24.5 billion, which included $0.7 billion of acquired net new assets. ...
LPL Welcomes Legacy Premier Wealth Management
LPL Welcomes Legacy Premier Wealth Management SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. The advisors are longtime colleagues who teamed up to create a full-service wealth management firm dedicated to helping motivated...
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with , an existing firm supported by . The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jon...
LPL Financial Closes Acquisition of The Investment Center, Inc.
LPL Financial Closes Acquisition of The Investment Center, Inc. SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J. “We welcome The Investment Center’s 160 high-performing advisors to our network. Their entrepreneurial spirit and dedication to client success are a strong fit for LPL’s culture," said Reed Eastley, executive vice president, corporate development at LPL. “Through LPL, The Investment Center ...
LPL Welcomes Shorepoint Wealth Management
LPL Welcomes Shorepoint Wealth Management SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Justin Lotano, CDFA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network. Based in Colts Neck, N.J., Lotano’s profound interest in investments and his dedication to helping others have been the cornerstones of his professional journey since he started his career ...
LPL Welcomes Financial Advisor Michael Carmichael
LPL Welcomes Financial Advisor Michael Carmichael SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of , has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. With more than 20 years in financial services, Carmichael is passionate about helping his clients work toward building more secure financial futures. He works with five su...
LPL Welcomes Townsgate Wealth Management
LPL Welcomes Townsgate Wealth Management SAN DIEGO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP®, Michael Kazmer, CFP®, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $1.15 billion in advisory, brokerage and retirement assets* and join LPL from Wells Fargo Advisors Financial Network. Based in Westlake Village, Calif., Townsgate Wealth Management was founded...
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, , to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following h...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 3,500 shares at 373.790USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
LPL Financial Reports Monthly Activity for January 2025
LPL Financial Reports Monthly Activity for January 2025 SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for January 2025. Total advisory and brokerage assets at the end of January were $1.81 trillion, an increase of $71.1 billion, or 4.1%, compared to the end of December 2024. Total net new assets for January were $34.1 billion, which included $0.1 billion of acquired net new assets resulting from Liquidity & Succession activity. Total organ...
LPL Financial Launches Comprehensive Alternative Investment Platform
LPL Financial Launches Comprehensive Alternative Investment Platform Bespoke solution offers a centralized hub to meet the evolving needs of investors SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA), a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts Connect is a centralized, digitized system that streamlines the purchasing process and provides tools such as prequalification, e-signature capabi...
LPL Welcomes Prill | Garwood Financial Advisors
LPL Welcomes Prill | Garwood Financial Advisors SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP®, Vance E. Garwood, CFP®, and Grant Garwood, CFP®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $900 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. Based in Wichita, Kan., Prill began his investment career in 1986 after gaining valuable experience as a tax practitioner and community ba...
LPL Financial Launches Planning Tools to Help Advisors Provide Persona...
LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs New offering provides innovative planning solutions to support business owners from scale to sale SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- , a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses....
LPL Financial Welcomes Southwest Advisory Group to Linsco Channel
LPL Financial Welcomes Southwest Advisory Group to Linsco Channel SAN DIEGO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, , to launch Southwest Advisory Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Yuma, Ariz., Schulte has provided financial guidance and wealth management for 25 years following an initial career in agriculture. Short transitioned from ...
LPL Financial Welcomes Lex Wealth Management
LPL Financial Welcomes Lex Wealth Management SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets* and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG. Based in Marlton, N.J., Carmen and Chris have built a reputation for delivering tailored investment strategies and quali...
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