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SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be ...
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company's board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artifici...
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL f...
SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025.
SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL's employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026.
SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm's Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engage...
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