reports
LPL Financial Asks What If You Could? in New Brand Campaign
LPL Financial Asks What If You Could? in New Brand Campaign In a first-of-its-kind marketing initiative for LPL, the actor Anna Kendrick is featured in a campaign that raises the company’s visibility as a leader in wealth management SAN DIEGO, May 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC launched today a strategic marketing campaign designed to reach new audiences and elevate the firm’s brand strength by asking the simple yet provocative question, What If You Could? Featuring actor Anna Kendrick, the first-of-its-kind campaign for the company launches this month and include...
LPL Financial Launches Comprehensive Alts Learning Hub
LPL Financial Launches Comprehensive Alts Learning Hub One-stop resource for alternative investments education puts practical, easy-to-use learning modules at advisors’ fingertips SAN DIEGO, May 14, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA), a leading wealth management firm, has launched a new alternative investments education platform, designed to empower advisors with the knowledge and tools necessary to effectively and easily incorporate alternative investments into their practice. According to Cerulli, advisor-intermediated illiquid alternative assets are projected to grow from $1.4 ...
LPL Financial Announces First Quarter 2025 Results
LPL Financial Announces First Quarter 2025 Results Key Financial Results: Net Income was $319 million, translating to diluted earnings per share ("EPS") of $4.24, up 11% from a year agoAdjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 millionCore G&A* increased 14% year-over-year to $413 millionAdjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: Total advisory and brokerage assets increased 25% year-over-year to $1.8 trillion Advisory assets increased 23% year-over-year to $977 billionAdvisory...
LPL Financial Welcomes Women-Led West Texas Investments
LPL Financial Welcomes Women-Led West Texas Investments SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from B. Riley Wealth Advisors, Inc. Based in Lubbock, Texas, Stewart founded West Texas Investments in 2012 with her late partner, David Barber. Hedgcoth joi...
LPL Financial Launches WealthVision Essentials to Empower Advisors wit...
LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL’s financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance. In ...
LPL Financial Welcomes Northern Advisory Group
LPL Financial Welcomes Northern Advisory Group SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- announced today that 10 financial advisors with have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Partners Richard DiTaranto, Brian DiBrino and Jeff Miller, who have a combined eight decades of wealth management experience, teamed up in 2004 to launch Northern Advisory Group. The ensemble practice is headquartered in Fai...
LPL Financial Welcomes Barlow Capital Advisors
LPL Financial Welcomes Barlow Capital Advisors SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor R. Brennan Barlow, AAMS™, 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 plan assets* and joins LPL from Raymond James. Based just outside of Dallas in Flower Mound, Texas, Barlow is a second-generation financial advisor who founded in 2009. After a decade working in the financial services industry, Barlow wanted to cre...
LPL Welcomes Synergy Wealth Strategies
LPL Welcomes Synergy Wealth Strategies SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. Based in Smithtown, N.Y., Verdi founded Synergy Wealth Strategies in 2008, driven by the mission that investors deserve a reputable, stable and safe place to house their investments. The firm’s name comes from the def...
LPL Financial Announces First Quarter 2025 Earnings Release Date and C...
LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. 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 am...
LPL Financial Announces Promotion of Five Executives to New Managing D...
LPL Financial Announces Promotion of Five Executives to New Managing Director Roles SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- (Nasdaq:LPLA), today announced that five of its executives have been promoted into new Managing Director roles. Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been elevated from Executive Vice President positions and will become Managing Directors at the firm. These roles represent a new management level for the firm and demonstrate an acknowledgement of the broadening scope and impact of the firm’s leaders in a variety of fu...
LPL Financial Welcomes Tenacity Investment Group
LPL Financial Welcomes Tenacity Investment Group SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Steve Jones of p has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Longmont, Colo., Jones, a 25-year industry veteran, founded Tenacity Investment Group in 2010 with the goal of offering his clients independent advice and a fiscal education that helps the...
LPL Financial Welcomes Trimp Wealth Management
LPL Financial Welcomes Trimp Wealth Management SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) -- announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®, of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Nations Financial Group, Inc. Based in Idaho Falls, Idaho, Patrick transitioned to the wealth management industry in 1999 after a decade of service in the U.S. Navy, during wh...
LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer
LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer SAN DIEGO, April 08, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, announces the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will lead the company’s data and AI initiatives, driving innovation and digital transformation across the organization. Harvey brings over 25 years of experience in AI-driven digital transformations and enterprise-wide data strategies. Most recently, he served as managing director and head of product and tra...
LPL Financial Announces Strategic Relationship with First Horizon Bank
LPL Financial Announces Strategic Relationship with First Horizon Bank SAN DIEGO, April 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced an agreement with First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN), to expand their wealth management capabilities and solutions by transitioning support of the broker-dealer and investment advisory services of First Horizon Advisors, Inc., to LPL and its Institution Services platform. First Horizon Advisors, Inc., is a subsidiary of First Horizon Bank and consists of approximat...
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. ...
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