NasdaqGS - Nasdaq Real Time Price USD

LPL Financial Holdings Inc. (LPLA)

265.42

+0.88

(+0.33%)

At close: April 25 at 4:00 PM EDT

LPL Wants to Change Terms With Some Large Partner Firms. Departures May Ensue.

The independent broker-dealer is sending letters to many of the large registered investment advisory firms on its platform alerting them of potential new restrictions on their business activity.

Barrons.com 12 hours ago

LPLA
+0.33%
LPL Financial Welcomes Hickory Ridge Wealth Partners

SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment

GlobeNewswire 19 hours ago

LPLA
+0.33%
Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for

LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks 2 days ago

LPLA
+0.33%
TW
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $415 million in advisory, brokerage and retirement plan assets*, and join LPL from PNC Investments. With the move, the team – which shares m

GlobeNewswire 2 days ago

LPLA
+0.33%
Ex-Merrill Lynch Advisor With $820 Million Jumps to LPL Financial

Clayton Ortloff is the 43rd advisor or team to join LPL’s Strategic Wealth Services unit, which helps wirehouse advisors go independent.

Barrons.com 3 days ago

LPLA
+0.33%
Heritage Private Wealth launches with support from LPL Strategic Wealth Services

SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. He reported having served approximately $820 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Midland, Texas, the father of three is a third generation Midlande

GlobeNewswire 3 days ago

LPLA
+0.33%
LPL Financial Welcomes Spotlight Financial

SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. Headquartered in Corpus Christi, Texas, De Leon and Gorman were colleagues in the same office for years before deciding to team

GlobeNewswire 7 days ago

LPLA
+0.33%
LPL Financial Welcomes Legacy Retirement Planning

SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Plano, Texas, Eggers began his career as a financial advisor in 1990 and considers it an honor to manage the wealth for approximately 300 famil

GlobeNewswire 8 days ago

LPLA
+0.33%
LPL Financial Welcomes Advisor Philip Nation

SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. The Raleigh, N.C.- based advisor started his career in 1987, offering everything from insurance t

GlobeNewswire 10 days ago

LPLA
+0.33%
Carson Group Fills Out Executive Suite, Dani Fava Joins as Chief Strategy Officer

The Carson Group, which recently named a new CEO, has named Fava and LPL veteran Heather Randolph Carter as chief marketing officer.

Barrons.com 13 days ago

LPLA
+0.33%
ENV
LPL Recruits Advisors With $1 Billion in Combined Assets From Ameriprise

LPL Financial recruited advisors overseeing more than $1 billion in assets from Ameriprise Financial, adding to LPL’s growing advisor ranks. The Strategic Insights Financial Planning Group was founded by Arthur Hughes in 1986. Hughes had been registered with Ameriprise for 38 years, according to BrokerCheck, a public database maintained by industry self-regulator Finra.

Barrons.com 14 days ago

LPLA
+0.33%
AMP
LPL Financial Welcomes Strategic Insights Financial Planning Group

SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. Founded in 1986 by Arthur Hughes CFP®, the McAllen, Texas-based team includes managing partners James Credo CFP®, and James Enriquez MST,

GlobeNewswire 14 days ago

LPLA
+0.33%
LPL Financial Welcomes Somnio Wealth

SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise Financial. With the move they launch Somnio Wealth, an independent financial practice based in Louisville, Ky. The name of the fir

GlobeNewswire 15 days ago

LPLA
+0.33%
LPL Financial Releases 2024 Sustainability Report

SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, today announced the release of its 2024 Sustainability Report. The report details the Company’s progress toward its environmental, social and governance (ESG) goals in key focus areas that guide LPL’s approach to sustainability, responsible business, people and culture, societal impact and environmental stewardship. Highlights from this year’s rep

GlobeNewswire 16 days ago

LPLA
+0.33%
LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call

SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 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 investor.lpl.com/events. Contacts Investor Relationsinvestor.relations@lplfinancial.com Medi

GlobeNewswire 16 days ago

LPLA
+0.33%
MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist. With more than 50

GlobeNewswire 21 days ago

LPLA
+0.33%
LPL Financial Welcomes Advisor Matthew Edwards

SAN DIEGO, April 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Edwards has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $210 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Sarasota, Fla., Edwards started his career in 1999 as an intern at his prior practice, working his way up through various roles before becoming a financial advisor. With a

GlobeNewswire 23 days ago

LPLA
+0.33%
Stifel (SF) Subsidiaries to Pay $2.3M to Settle FINRA Claims

Two units of Stifel (SF) agree to pay $2.3 million in fines and restitution over alleged violations of FINRA rules relating to non-traditional ETPs.

Zacks 28 days ago

SF-PB

LPLA
+0.33%
JPM
LPL Financial Welcomes Windward Wealth Advisors

SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Based in Brick, N.J., Erick and Eugene have worked together as a team for approximately 17 years, with Lisa (Eugene’s sister)

GlobeNewswire 28 days ago

LPLA
+0.33%
Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $580 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch. Ba

GlobeNewswire last month

LPLA
+0.33%

Performance Overview

Return	LPLA	S&P 500
YTD	+16.74%	+5.84%
1-Year	+29.93%	+22.03%
3-Year	+81.60%	+20.77%

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LPL Financial Holdings Inc. (LPLA)

LPL Wants to Change Terms With Some Large Partner Firms. Departures May Ensue.

LPL Financial Welcomes Hickory Ridge Wealth Partners

Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for

LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners

Ex-Merrill Lynch Advisor With $820 Million Jumps to LPL Financial

Heritage Private Wealth launches with support from LPL Strategic Wealth Services

LPL Financial Welcomes Spotlight Financial

LPL Financial Welcomes Legacy Retirement Planning

LPL Financial Welcomes Advisor Philip Nation

Carson Group Fills Out Executive Suite, Dani Fava Joins as Chief Strategy Officer

LPL Recruits Advisors With $1 Billion in Combined Assets From Ameriprise

LPL Financial Welcomes Strategic Insights Financial Planning Group

LPL Financial Welcomes Somnio Wealth

LPL Financial Releases 2024 Sustainability Report

LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

LPL Financial Welcomes Advisor Matthew Edwards

Stifel (SF) Subsidiaries to Pay $2.3M to Settle FINRA Claims

LPL Financial Welcomes Windward Wealth Advisors

Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

Performance Overview