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) announced the addition of financial advisor Andrew Kutanovski, CFP®, who brings approximately $160 million in assets from Corebridge Financial to LPL Financial's platforms. Kutanovski, with a background in finance, has established Kutanovski Wealth Management, focusing on personalized financial planning and investment advisory services. His move to LPL signifies the start of his independent practice, allowing him to prioritize client interests and choose products and services that best serve his clients.
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LPL Financial LLC announced that Maier & Associates Financial Group has joined their platforms, bringing approximately $615 million in assets. The team, with over 45 years of experience, chose LPL for its independence and innovative capabilities. They are deeply committed to community service and have a charitable foundation. LPL's Executive Vice President, Business Development, expressed excitement about the partnership.
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LPL Financial LLC announced the launch of the World of Business Reading Group (WBRG), a financial literacy program inspired by Warren Buffett's teachings. The 6-week program aims to equip high school students with a solid understanding of business concepts and investment principles. The curriculum was developed by a team of Harvard Business School alumni and is available for advisors to use in their local communities. By licensing the rights to this program, LPL Financial is offering advisors a unique way to interact with clients and their children, while also supporting the financial education of a new generation of investors.
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LPL Financial Holdings Inc. (Nasdaq: LPLA) will report fourth quarter financial results on February 1, 2024, and host a conference call to discuss the results at 5 p.m. ET the same day.
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LPL Financial LLC (LPL) announced that financial advisor Marvin Goldman has joined their broker-dealer, RIA, and custodial platforms. Goldman brings approximately $120 million in assets from Cadaret, Grant & Co. He started his career in the 1960s and founded Goldman Group in the early 1970s, expanding his reach to clients nationwide. Goldman turned to LPL for innovative resources and business continuity planning. LPL, a Fortune 500 company and the largest independent wealth management firm, offers state-of-the-art technology for advisors and clients.
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LPL Financial LLC (LPL) has announced the addition of financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies to its broker-dealer, RIA, and custodial platforms.
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LPL Financial LLC (LPL) announced that financial advisor Zachary Fiandt CFP®, CIMA® has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Partners, Inc., an existing firm that’s part of Exemplar Financial Network. Fiandt reported having served approximately $260 million in advisory assets* and joins LPL from PNC Private Bank Trust. Based in Fort Wayne, Ind., Fiandt steadily built a reputation over the past decade for helping high-net-worth clients create comprehensive financial plans that shape their future. Fiandt expressed excitement about joining LPL and Financial Partners for the next chapter of his business, citing the freedom and flexibility in the way he operates, as well as the growth toolkit and localized resources provided by Financial Partners, Inc. Financial Partners President Cory E. Marlow and Exemplar Founder David Hubbard also expressed enthusiasm about Zach Fiandt joining their teams, emphasizing his high-quality advisory skills and the potential for growth in the Fort Wayne market. LPL Executive Vice President, Business Development, Scott Posner, welcomed Zach to LPL and highlighted the commitment to providing flexibility and customization for advisors.
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Great Valley Advisor Group (GVA) celebrates a successful first year of its strategic partnership with LPL Financial, fueling consistent growth and expanding the business development department. GVA continues to operate independently, with LPL's support, providing exceptional partnership, compliance support, growth opportunities, customized technology solutions, and a unique culture to all the advisors in its family. Ticker symbol: GVA.
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LPL Financial LLC (LPL) announced that financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and financial planning division of Citizens Bank & Trust, and has onboarded to the LPL Institution Services platform. Freeman reported serving approximately $130 million in advisory, brokerage, and retirement plan assets and joins from Raymond James. Citizens Bank & Trust, founded in 2003 and headquartered in Guntersville, Ala., operates 10 full-service branches in northern Alabama, focusing on providing quality financial services and exceptional client experiences. Freeman's career spans over 20 years, during which he has built strong relationships with individuals, families, and business leaders in Cullman, Ala. His move to Citizens Bank & Trust and the LPL platform aims to expand his service offerings and achieve his business goals, aligning with his Christian values and commitment to community involvement.
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LPL Financial LLC (LPL) announced that financial advisors Mark Hills and Uri “Chip” Doolittle V, CFP®, AIF® of Upstate Financial Network have joined LPL Financial’s platforms, bringing approximately $200 million in assets from Triad Advisors. The team aims to provide an all-inclusive, client-centric experience, and LPL's resources will support them in this endeavor.
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Lpl Financial
Nasdaq:LPLA
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1.61%
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