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Lpl Financial - LPLA STOCK NEWS

Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.

LPL Financial Holdings Inc. (Nasdaq: LPLA) provides essential technology and support services to over 22,000 financial advisors nationwide. This page serves as the definitive source for official company announcements, financial results, and strategic developments.

Access real-time updates including quarterly earnings disclosures, regulatory filings, and technology initiatives that shape the advisor-mediated wealth management landscape. Our curated collection ensures investors and professionals stay informed about operational milestones, partnership agreements, and compliance updates critical to understanding LPLA's market position.

Explore press releases covering advisor recruitment trends, platform enhancements, and industry thought leadership. All content is sourced directly from LPL Financial's corporate communications, maintaining factual accuracy and regulatory compliance.

Bookmark this page for streamlined access to LPLA's financial narrative. For historical context, combine these updates with our detailed company profile analyzing LPLA's broker-dealer business model and competitive differentiators.

News

LPL Financial Welcomes McAnally Investment Group

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LPL Financial welcomes Mark, Josh, and Brandon McAnally, along with Carlin Crowe, to their broker-dealer, RIA, and custodial platforms. The McAnally Investment Group, based in Booneville, Miss., brings approximately $250 million in assets from Wells Fargo Advisors. The family-run business emphasizes personalized wealth management and financial services, focusing on long-term client relationships and independence. LPL's commitment to advisor autonomy and client-centric approach attracted the team, allowing them to expand services and cater to evolving client needs.
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Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer

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LPL Financial appoints Christa Carone as Executive Vice President and Chief Marketing and Communication Officer to enhance brand strategy and growth. Carone's extensive experience in marketing, fintech, and operations will drive impactful marketing strategies for LPL's advisors and institutions.
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LPL Financial Welcomes Five Independent Teams With $700 Million of AUM

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LPL Financial LLC welcomes seven financial advisors from five firms, collectively managing $700 million in assets, to their platforms. The advisors bring 170 years of experience and praise LPL's advisor-centric approach, technology, and business solutions. They plan to enhance client experiences and grow their practices with LPL's support.
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LPL Financial Welcomes Advisor Brian Pflaum

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LPL Financial LLC welcomes Brian M. Pflaum, MBA to its platforms, bringing $345 million in assets under management. Pflaum, a seasoned financial advisor, joins from Lincoln Financial Advisors to enhance wealth management services for high-net-worth individuals, business owners, and corporate clients.
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LPL Financial Welcomes Aero Capital

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LPL Financial LLC welcomes Brice Lowe and Bradley Moser, experienced financial advisors, who join from Stifel Financial to launch Aero Capital with LPL. They bring $150 million in assets under management and aim to provide comprehensive wealth management services. The move offers more resources, flexibility, and growth opportunities for the advisors.
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LPL Financial Welcomes RFS Financial Services

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LPL Financial LLC welcomes RFS Financial Securities to its platforms, bringing $140 million in assets. The Texas-based practice, led by David Miller, focuses on client care and financial education. LPL's technology and resources attracted the team for a more strategic approach.
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LPL Financial Welcomes Endeavor Wealth Strategies

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LPL Financial LLC welcomes financial advisor Seth Marshall and the Endeavor Wealth Strategies team to their platforms, bringing $515 million in advisory assets. Marshall, a former Marine, focuses on high-net-worth clients in Fort Wayne, Indiana. He chose LPL for its specialized resources and high-net-worth solutions. Exemplar Financial Network and LPL provide the support needed to serve complex clients. Marshall's return to LPL signifies his commitment to elevating client service and personalized attention.
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Continuity Private Wealth launches with support from LPL Strategic Wealth Services

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LPL Financial LLC announced the launch of Continuity Private Wealth by advisors Debuque and Baltz, who bring $1 billion in assets from Merrill Lynch. The team focuses on high-net-worth clients, offering sophisticated estate and tax planning services. They joined LPL for more autonomy, access to high-net-worth resources, and the ability to follow a fiduciary standard. LPL's Strategic Wealth Services provide comprehensive support for advisors seeking independence.
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Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship

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Wintrust Financial Corporation and LPL Financial Holdings Inc. have agreed to transition support of Wintrust Investments, LLC and Great Lakes Advisors, LLC wealth management businesses to LPL's Institution Services platform. Approximately $16 billion of assets and 85 advisors will move to LPL, aiming to enhance client service and business capabilities.
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LPL Financial Reports Monthly Activity for January 2024

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LPL Financial LLC, a subsidiary of LPL Financial Holdings Inc., reported a monthly activity update for January 2024. Total advisory and brokerage assets reached $1.36 trillion, with $2.0 billion in net new assets. Client cash balances were $47.3 billion at the end of January, with net buying activity of $12.0 billion.
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Lpl Financial

Nasdaq:LPLA

LPLA Rankings

#365 Ranked by Market Cap
#2084 Ranked by Dividends

LPLA Stock Data

25.10B
79.17M
0.7%
96.69%
1.61%
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