reports
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 382.634USD and the significance rating of the trade was 60/100. 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 Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, M...
LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- today released its Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. Setting the tone for the second half of 2025, offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios. The Midyear Outlook...
Bell Wealth Partners Launches with Support of LPL Strategic Wealth Ser...
Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Headquartered in Fairbanks, Alaska with an additional office in Medford, Ore., the ensemble practice has deve...
LPL Financial Welcomes Resilient Wealth Management
LPL Financial Welcomes Resilient Wealth Management SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. Based in Fresno, Calif., Dixon-James founded Resilient Wealth Management in 2020 with the goal of providing his clients, who are mostly nearing or in retirement, with personalized support and d...
LPL Financial Appoints Mike Holtschlag as Executive Vice President of ...
LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company’s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for t...
LPL Financial Welcomes Wyatt Wealth Management
LPL Financial Welcomes Wyatt Wealth Management SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services industry as a college student working in a Dallas restaurant. Two of his regular custom...
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mi...
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm . They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapoli...
LPL Financial Reports Monthly Activity for May 2025
LPL Financial Reports Monthly Activity for May 2025 SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of assets that off-boarded as part of the previously dis...
EverMark Investment Partners Launches with Support from LPL Strategic ...
EverMark Investment Partners Launches with Support from LPL Strategic Wealth The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, (“EverMark”), through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego,...
LPL Financial Welcomes Runyan Capital
LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfi...
LPL Financial Welcomes Loomis Wealth Management
LPL Financial Welcomes Loomis Wealth Management SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company. Based in Harrisonburg, Va., Bill and Curt founded Loomis Wealth Management in 2010 with the goal of empowering indi...
Arv Private Wealth Launches with Support from LPL Strategic Wealth
Arv Private Wealth Launches with Support from LPL Strategic Wealth SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Reuter and Robinson have been collaborating since 2012 and bring a combined six decades of financial industry experien...
LPL Financial to Present at the William Blair Growth Stock Conference
LPL Financial to Present at the William Blair Growth Stock Conference SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4. The presentation takes place at 11 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealt...
LPL Financial Welcomes Mai Park Capital to Linsco Channel
LPL Financial Welcomes Mai Park Capital to Linsco Channel SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, , aligning with existing firm , to launch . She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, i...
LPL Financial Welcomes Beamish Wealth Management to Linsco Channel
LPL Financial Welcomes Beamish Wealth Management to Linsco Channel SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Colin Beamish, CFP®, has joined LPL’s employee advisor channel, , to launch . He reported serving approximately $445 million in advisory, brokerage and retirement plan assets* and joins LPL from City National Securities, Inc., a subsidiary of RBC. Based in San Diego, Beamish transitioned to financial services in 2006 from the sports industry where he worked for the National Hockey League team Florida Panthers and the Arena Football Leagu...
LPL Financial Reports Monthly Activity for April 2025
LPL Financial Reports Monthly Activity for April 2025 SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for April 2025. Total advisory and brokerage assets at the end of April were $1.79 trillion, a decrease of $7.0 billion, or 0.4%, compared to the end of March 2025. Total organic net new assets for April were $6.1 billion, translating to a 4.1% annualized growth rate. This included $0.1 billion of assets from Wintrust Investments, LLC and certain pr...
LPL Financial and Momentum Wealth Partners Welcome Beacon Financial
LPL Financial and Momentum Wealth Partners Welcome Beacon Financial SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- announced today that has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with , an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera. Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan, AIF®, a seasoned financial servi...
LPL Financial to Present at the Bernstein Strategic Decisions Conferen...
LPL Financial to Present at the Bernstein Strategic Decisions Conference SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Bernstein Strategic Decisions Conference on May 28. The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms i...
LPL Financial Expands Wealth Planning Leadership with New EVP Tara Tho...
LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement, further solidifying LPL’s commitment to delivering top-tier wealth planning and service solutions. ...
LPL Financial Announces Q1 2025 Technology Updates
LPL Financial Announces Q1 2025 Technology Updates Firmwide technology and AI enhancements aim to improve experiences for advisors, investors and financial institutions SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, has announced a series of significant updates to its financial technology, investment solutions and platform infrastructure in the first quarter of 2025. These ongoing improvements underscore LPL’s dedication to helping advisors harness both existing and emerging technologies to optimize their time, create tailored client experiences, and off...
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