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.
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LPL Financial LLC (Nasdaq:LPLA) welcomes financial advisor Cubby Bice to their platforms, bringing $130 million in assets. Bice, known for his comprehensive investment strategies, joins LPL for enhanced technology and autonomy. LPL sees this as a positive move to provide exceptional client experiences.
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LPL Financial LLC introduces expanded High-Net-Worth Services to empower financial advisors in offering innovative planning solutions for affluent families. The new offering eliminates a $5 million investable asset minimum, providing comprehensive support to advisors serving high-net-worth clients.
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LPL Financial LLC welcomes Mark Zafereo and Anthony Burgess along with their team to launch CoastPoint Financial, LLC, bringing $150 million in assets from Wells Fargo Advisors. The advisors' diverse backgrounds provide a unique approach to financial services, focusing on personalized client strategies. LPL's commitment to advisor support and innovative capabilities enhances the team's ability to serve clients effectively.
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LPL Financial Holdings Inc. announces the acquisition of Atria Wealth Solutions, a wealth management solutions holding company. Atria supports 2,400 advisors and 150 banks and credit unions, managing $100 billion of assets. The agreement aims to optimize success for advisors and institutions by providing capabilities, technology, and services.
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LPL Financial LLC announced the addition of financial advisor Blair Waller, CFP®, who joins LPL Financial’s platforms with $150 million in assets, launching Waller Creek Wealth Management in Austin, Texas. Waller aims to cultivate close relationships with clients and empower them through financial education. He selected LPL for its integrated technology and business solutions, allowing him to focus on client needs.
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LPL Financial LLC announced the addition of financial advisors Jason Hohenstein, Kevin Snow, and William Zoromski from Equity Design Group, who bring $520 million in assets to LPL Financial. The team aims to enhance client experience and business efficiency through the partnership with LPL Financial. The co-founders have over 90 years of combined financial services experience and are focused on life-integrated financial planning. They chose LPL for its technology, integrated business solutions, and independence from proprietary products. LPL Executive Vice President, Business Development, Scott Posner, expressed excitement about helping the team grow their business and serve their clients.
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LPL Financial Holdings Inc. reported net income of $218 million and diluted EPS of $2.85 for Q4 2023, down 28% from a year ago. Total advisory and brokerage assets increased by 22% to $1.35 trillion, while organic net new assets grew by 8%. The company's full-year 2023 net income was $1.1 billion, up 32% from the previous year. LPL Financial also declared a dividend of $0.30 per share for stockholders.
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LPL Financial LLC welcomes financial advisors Jonathan Maloney and Niki Davis to launch Maloney Davis Wealth Management under Linsco by LPL Financial. They bring $175 million in assets from Wells Fargo Advisors and aim to provide personalized financial planning services. The move reflects their desire for more control and flexibility in their business, aligning with LPL's commitment to empowering advisors. LPL's integrated wealth management platform and business resources support their vision for client-centric, unrestricted growth.
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TruStage partners with LPL Financial to provide wealth management services to CRCU Retirement and Investment Services, allowing advisors to offer personalized wealth management advice and comprehensive planning services to more members. The new partnership aims to enhance members' financial wellbeing and help them achieve their financial goals.
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LPL Financial LLC announced that financial advisors David Segarra and Sean Sullivan of Latus Group, Ltd. have joined LPL Financial’s platforms, bringing $320 million in assets. Segarra founded Latus Group and was recognized as one of the Nation's Top 200 401(k) Advisors. Sullivan, serving as vice president, joined Latus Group in 2018. They chose LPL for its technology platform, efficiencies, and Retirement Plan Consulting Program (RPCP). LPL Executive Vice President, Scott Posner, looks forward to helping them expand their business.
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Lpl Financial
Nasdaq:LPLA
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LPLA Stock Data
25.10B
79.17M
0.7%
96.69%
1.61%
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