LPL Financial Holdings Aktie News

SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL fr...

SAN DIEGO, May 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $240 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise.

SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Cambridge.

LPL Financial Holdings Inc. (NASDAQ:LPLA ) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Dan H. Arnold - President and Chief Executive Officer Matthew J.

Key Financial Results Net Income was $289 million , translating to diluted earnings per share ("EPS") of $3.83 , down 10% from a year ago Adjusted EPS* decreased 6% year-over-year to $4.21 Gross profit* increased 5% year-over-year to $1,066 million Core G&A* increased 11% year-over-year to $364 million Adjusted EBITDA* decreased 5% year-over-year to $541 million Key Business Results Total advis...

SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial.

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.

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 jo...