reports
Raymond James Welcomes New $261 Million Program with First National Ba...
Raymond James Welcomes New $261 Million Program with First National Bank of Sparta St. Petersburg, Fla., Oct. 13, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) announced today that the (FNBS) has selected its Financial Institutions Division (FID) to support the bank’s investment program, Patton Wealth Management (PWM), according to Stephen Kruchten, president of FID. Through this new alignment, PWM will provide clients with wealth management services through Raymond James Financial Services. Based in Sparta, Illinois, PWM is led by financial advisor Brian Patton, who manages appro...
LPL Financial Announces Third Quarter 2025 Earnings Release Date and C...
LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. 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 ...
Raymond James Welcomes San Diego Advisor Group Managing $1.1 Billion i...
Raymond James Welcomes San Diego Advisor Group Managing $1.1 Billion in Assets St. Petersburg, Fla., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed five financial advisors with (TMC) in San Diego to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Casey McGee, Western assistant division director for RJFS. The advisors are Michael A. Manning, AIF®, MBA; William B. Corder, AIF®, CPFA®; Roger D. Groves, CLU®; Heather R. Nicholas, AIF®, CLTC®; and Richard Carlquist, CFP®, AIF®. Together, they provide wealth manag...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Cha...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, to launch . They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist. Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aim...
Raymond James Welcomes Florida Financial Advisors Managing Approximate...
Raymond James Welcomes Florida Financial Advisors Managing Approximately $200 Million in Assets St. Petersburg, Fla., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Paul Williamson, CFP®, RICP®, AIF®, and Matt Hamilton, CFP®, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS. The advisors arrive from Commonwealth Financial Network, where they managed approximately $200 million in client assets. As , based in Vero Beach, Florida, they provide a...
LPL Financial Welcomes Lighthouse Private Wealth
LPL Financial Welcomes Lighthouse Private Wealth SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the team – an existing firm supporting LPL-affiliated advisors - have come together to form . The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC. Located in Red Bank, New Jersey, within the m...
Stifel Reports August 2025 Operating Data
Stifel Reports August 2025 Operating Data ST. LOUIS, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for August 31, 2025, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based client assets hit record highs, up 9% and 14% year-over-year, driven by strong recruiting and market gains. The benefit of our di...
Raymond James Welcomes Maine Advisor Team Managing Over $350 Million i...
Raymond James Welcomes Maine Advisor Team Managing Over $350 Million in Assets St. Petersburg, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors from (CIM) to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS. The group operates office locations in Lewiston and Bangor, Maine, and includes advisors Gary Bragg, Colby Dionne, Daniel Espenscheid and Michael Nerney, along with Registered Broker Assistants Peggy Kennedy and Melissa Bernard ...
LPL Financial Welcomes Tennant Financial
LPL Financial Welcomes Tennant Financial SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborat...
Raymond James Financial Reports August 2025 Operating Data
Raymond James Financial Reports August 2025 Operating Data St. Petersburg, Fla., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) today reported selected operating data for August 2025, in an effort to provide timely information to investors about monthly developments in certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. “Record client assets under administration of $1.69 trillion grew 10% year-over-year and 2% over the preceding month primarily driven by higher equity markets ...
Stifel Expands Venture Banking Team to Accelerate Growth in Life Scien...
Stifel Expands Venture Banking Team to Accelerate Growth in Life Sciences and Healthcare Sectors ST. LOUIS, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced a major expansion of its Venture Banking team, welcoming a new group of senior bankers, formerly from Silicon Valley Bank, who bring deep expertise across the life sciences and healthcare ecosystem. This strategic move reinforces Stifel’s commitment to supporting innovation-driven companies and investors in sectors such as biotech, diagnostics and tools, medical devices, and healthtech. The new...
LPL Financial Reports Monthly Activity for August 2025
LPL Financial Reports Monthly Activity for August 2025 SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("C...
LPL Financial Welcomes Worley Monroe Advisors
LPL Financial Welcomes Worley Monroe Advisors SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. Based in southeast Missouri in the town of Dexter, the team has 36 years of experience. Worley's interest in finance was sparked at a young age when he began investing in t...
LPL Releases Inaugural Advisor Growth Study
LPL Releases Inaugural Advisor Growth Study Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business models, geographies and growth stages to identify behavior...
Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million
Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million St. Petersburg, Fla., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Aaron Mabon and Summer Deal to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS. Together with Office Manager Lisa Ray, they operate as , based in LaGrange, Georgia. The group managed approximately $190 million in client assets as part of Commonwealth Financial Network. With a combined 33 years of exper...
Ox Road Capital Joins LPL Strategic Wealth Services
Ox Road Capital Joins LPL Strategic Wealth Services SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S. Lee, CEPA® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $1.25 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Based in Greenville, S.C., Allen, Armaly, Blackburn and Lee joined forces in 2016 and collectively have clo...
Raymond James Announces Pricing of Offering of $1.5 Billion of Senior ...
Raymond James Announces Pricing of Offering of $1.5 Billion of Senior Notes St. Petersburg, Fla., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) (“Raymond James” or the “Company”) today announced the pricing of a registered underwritten public offering of (i) $650,000,000 aggregate principal amount of 4.900% senior notes due 2035 (the “2035 Notes”) and (ii) $850,000,000 aggregate principal amount of 5.650% senior notes due 2055 (the “2055 Notes” and, together with the 2035 Notes, the “Notes”). The 2035 Notes will bear interest at a rate of 4.900% per annum an...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 338.208USD and the significance rating of the trade was 58/100. 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 Welcomes The Capitol Bay Group
LPL Financial Welcomes The Capitol Bay Group SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA®, and Manish Mukhi, APMA™. The duo brings 70 years of experience and focuses on high-net-worth clients, business owners and retirees. They offer holistic planning, including retir...
Decorum Wealth Management Launches with Support from LPL Strategic Wea...
Decorum Wealth Management Launches with Support from LPL Strategic Wealth SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS®, Brian Gudgel, CFP® and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA® have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $1.8 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Located near Sacramento, Calif. in Merced, Ewing...
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