LPL Financial Holdings Aktie News

SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team – an existing firm supporting LPL-affiliated advisors - have come together to form Lighthouse Private Wealth. The practice joins LPL Financial's broker-dealer...

SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial 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.

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for August 2025.

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors 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 f...

SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS).

SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC 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, Ox Road Capital, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately ...

SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors.

SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC 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, LPL Strategic Wealth.