reports
LPL Financial Welcomes Concentric Wealth Management
LPL Financial Welcomes Concentric Wealth Management SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA® and Matt Tarka, AAMS®, CRPS®. The company started as an accounting firm over 40 years ago and expanded to wealth management 15 years ago. The advis...
LPL Financial Completes Onboarding of First Horizon Advisors to Instit...
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform First Horizon Advisors, Inc., includes approximately 125 advisors serving approximately $18B in assets* SAN DIEGO, Aug. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of LPL Financial LLC, today announced that First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN), has transitioned support of the bank’s broker-dealer and investment advisory services program, First Horizon Advisors, Inc., to LPL and its institution ser...
LPL Financial Welcomes Skyward Financial
LPL Financial Welcomes Skyward Financial SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities. Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combined experience and takes a collaborative approach to helping clients establis...
LPL Financial Reports Monthly Activity for July 2025
LPL Financial Reports Monthly Activity for July 2025 SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for July 2025. Total advisory and brokerage assets at the end of July were $1.94 trillion, an increase of $20.2 billion, or 1.1%, compared to the end of June 2025. Total organic net new assets for July were $5.4 billion, translating to a 3.4% annualized growth rate. This included $1.8 billion of assets that off-boarded as part of the previously disc...
LPL Financial Welcomes Women-Led Chloey Wealth
LPL Financial Welcomes Women-Led Chloey Wealth SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* Vitosh joins LPL from Edward Jones and Paige from New York Life. Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige starte...
LPL Financial Welcomes Zarra Wealth Management
LPL Financial Welcomes Zarra Wealth Management SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring 48 years of collective financial industry experience focusing on families, pre-retiree...
LPL Financial Showcases Innovation, Investment and Inspiration at Focu...
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale A surprise guest challenges the world’s largest gathering of financial advisors to ask, “What if you could?” SAN DIEGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- At the third and final day of Focus 2025, , a leading wealth management firm, highlighted its bold new brand platform, anchored by the question “What if you could?,” signaling a transformative shift in how the firm supports advisors and positions itself within the broader wealth management industry. The morning kicked off with President and Chief Finan...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advis...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025 LPL outlines its roadmap for transforming the wealth management industry and delivering long-term value to financial advisors and the clients they serve SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center. Monday’s event began with a keynote address from LPL Financial CEO Rich Steinmeier, who spok...
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Adv...
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History Three-day flagship event asks, “What If You Could?” and delivers the tools and support to make it happen SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial professionals and industry leaders to the San Diego Convention Center. The three-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences ...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 374.046USD and the significance rating of the trade was 61/100. 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 and Financial Resources Group Welcome Coastal Wealth Man...
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the team includes Lloyd Baxter CWS®, AIF®, George Cumbest, Darryl Meadows and Timothy Taranto. They were all born and raised on the Mississippi Gulf Coast and continue to be active memb...
LPL Financial Welcomes Chief People Officer Emily Field
LPL Financial Welcomes Chief People Officer Emily Field Veteran talent strategist joins LPL to elevate employee experience and scale the firm’s high-performance culture SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm’s Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and w...
LPL Financial Closes Its Acquisition of Commonwealth Financial Network
LPL Financial Closes Its Acquisition of Commonwealth Financial Network SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of Commonwealth Financial Network (“Commonwealth”), a wealth management firm supporting approximately 3,000* advisors managing $305 billion in assets. “Advisor success is woven into every aspect of the Commonwealth business, and we’re proud to welcome an incredible community of Advisors and the talented team at Commonwealth,” said Rich Steinmeier, L...
LPL Financial Announces Second Quarter 2025 Results
LPL Financial Announces Second Quarter 2025 Results Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisor...
LPL Financial Welcomes ProsperLane Financial
LPL Financial Welcomes ProsperLane Financial SAN DIEGO, July 30, 2025 (GLOBE NEWSWIRE) -- announced today that mother and son team, Sheri Johnston, CFP® and Jason Hotzler, from have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $250 million in advisory, brokerage and retirement plan assets.* Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management. Based outside of Minneapolis in Prior Lake, Minn., Johnston and Hotzler have over 25 years of experience. They focus on serving young professionals ...
LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel
LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Jared Black and Richard Brokaw have joined LPL’s employee advisor channel, , to launch . They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sound...
LPL Financial Welcomes Gallagher Wealth Management
LPL Financial Welcomes Gallagher Wealth Management SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- announced today that Kevin Gallagher, AIF®, of has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment. Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of finan...
LPL Financial Welcomes Waznik Heike Group
LPL Financial Welcomes Waznik Heike Group SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- announced today that the team of 11 financial advisors from have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partners Brad Waznik and John Heike, CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®, who worked toget...
LPL Financial Announces Second Quarter 2025 Earnings Release Date and ...
LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. 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...
LPL Financial Welcomes The Narmi Group Investment Management to Linsco...
LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL’s employee advisor channel, , to launch . They reported serving approximately $870 million in advisory, brokerage and retirement plan assets* and join LPL from Robert W. Baird & Co. Based in Omaha, Neb., Narmi, a second-generation financial advisor, and Rynaski have worked together for two decades and have built a reputation as a team that goes above and beyond for th...
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