LPL Financial Hlds

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.

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LPL Financial Hlds reports record earnings, eyes high net worth market

LPL Financial Hlds reported strong financial performance, with significant asset growth, record EPS, and robust same-store sales. The company's strategic focus on empowering advisers and enhancing client experience through various plays is driving growth and differentiation.
While challenges exist in executing strategic plays effectively, managing expense growth, and optimizing leverage ratios, LPL Financial Hlds has opportunities to further expand its service offerings, target high net worth clients, and grow its fixed rate portfolio.
By capitalizing on opportunities to enhance capabilities, target specific client segments, and invest in technology, LPL Financial Hlds can continue its growth trajectory and strengthen its position in the advisory market.
The company's commitment to financial stability, shareholder value, and strategic investments positions it well for future growth and market leadership, despite challenges in execution and market dynamics.
Overall, LPL Financial Hlds' focus on empowering advisers, enhancing client experience, and driving growth through strategic investments and service enhancements sets a positive trajectory for continued success and market expansion.

LPL Financial Hlds reports stellar Q1 results, eyes growth opportunities

LPL Financial Hlds (LPLA) delivered strong financial performance in Q1 2023, driven by robust asset growth, high retention rates, and doubled adjusted EPS.
The company's strategic focus on empowering advisers, expanding market presence, and optimizing revenue streams positions it for continued success and growth.
While facing challenges in liquidity management and client transitions, LPLA has opportunities to capitalize on market trends, drive growth, and enhance profitability.

LPL Financial reports robust Q2 performance and strategic growth plans

LPL Financial's Q2 performance reflects strong growth in assets, net new assets, and adjusted EPS, supported by a record retention rate and strategic initiatives.
Despite challenges like decreased gross profit and client cash revenue, the company's focus on innovation, acquisitions, and shareholder value creation remains strong.
Opportunities lie in leveraging M&A, expanding services, and delivering value proposition to drive future growth and market leadership.
With a solid financial position, growth strategies, and commitment to serving advisers, LPL Financial is poised for continued success and value creation in the financial services industry.

LPL Financial reports record Q3 recruitment success and strategic growth

LPL Financial's Q3 performance showcased strong asset growth, recruitment success, and increased EPS. The company faces challenges in managing promotional expenses and market transitions but is well-positioned to capitalize on opportunities for growth and innovation.
With a strategic focus on horizontal expansion and vertical integration, LPL Financial aims to sustain its strong asset retention and recruitment momentum. The partnership with Prudential and readiness to comply with regulatory changes position the company for future success.

LPL Financial Hlds reports robust Q4 earnings, eyes M&A growth

LPL Financial Hlds delivered strong financial performance in Q4, with notable increases in assets and EPS. The company's strategic initiatives to enhance digital capabilities and simplify adviser onboarding are driving growth. While facing challenges in G&A expenses and industry complexities, LPL Financial Hlds is well-positioned to capitalize on M&A opportunities and industry trends.

LPL Financial reports strong Q1 performance and eyes growth opportunities

LPL Financial's Q1 2024 earnings call highlighted robust financial results, strategic acquisitions, and a focus on delivering shareholder value. Despite facing challenges in basis points improvement and increased expenses, the company remains optimistic about organic growth opportunities and regulatory alignment.

LPL Financial reports robust Q2 growth and strategic expansion

LPL Financial's Q2 performance reflects strong growth, strategic initiatives, and financial resilience, positioning the company for continued success.
While facing challenges in promotional expenses and strategic realignment, the company's focus on adviser recruitment, client care, and value delivery remains key strengths.
Opportunities lie in continued momentum in recruiting, annuity demand, and value creation for advisers and clients, driving long-term shareholder value and market differentiation.

LPL Financial reports record assets and strategic acquisitions in Q3

LPL Financial Holdings Inc. delivered a strong performance in Q3 2024, marked by record assets, robust growth, and strategic acquisitions. While facing challenges in managing institutional segment growth, the company is well-positioned to capitalize on opportunities through expansion of offerings and focus on client-centric operations.

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LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

LPL Financial Holdings Inc. (LPLA) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

LPL Financial Holdings Inc. (LPLA) Soars to 52-Week High, Time to Cash Out?

Graphic Packaging Hld

Amid volatility induced by various global factors, investors should focus on companies delivering earnings, participating in economic recovery, and possessing.

Two growing mid-cap stocks to ride out market volatility

CHARLOTTE, N.C., April 20, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisors Chad Keeler CRPC and Brock Rouch CIMA have launched a new independent practice, Platte River Private Wealth, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. They reported to LPL that they serve approximately $380 million in advisory and brokerage assets.* They join from Morgan Stanley.

Platte River Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., April 13, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that 119 LPL affiliated advisors were ranked among the top advisors in their respective states in the 2022 Best-In-State Wealth Advisors list published by Forbes. This is up from 92 last year.

119 LPL Financial Advisors Named 2022 Forbes Best-In-State

CHARLOTTE, N.C., April 11, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Northern Lakes Financial Group has joined LPL Financial's broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms. The group reported to LPL that it served approximately $120 million in advisory, brokerage and retirement plan assets*. They join from Thrivent Investment Management.

LPL Financial Welcomes Father-Daughter Team, Northern Lakes Financial Group

LPL Financial Holdings Inc. (LPLA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

LPL Financial Holdings Inc. (LPLA) Moves 3.4% Higher: Will This Strength Last?

CHARLOTTE, N.C., April 06, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Gary Edmonds and business management associate Andy Chang have joined LPL, affiliating with Linsco by LPL Financial, the firm's employee advisor model. They reported having served approximately $360 million in advisory, brokerage and retirement plan assets,* and join LPL from UBS Financial Services.

Beltway Wealth Management Joins Linsco by LPL Financial

CHARLOTTE, N.C., April 05, 2022 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, today announced the release of its 2022 Sustainability Report detailing the firm's progress toward its environmental, social and governance (ESG) goals. Guided by the company's continued ESG vision to take care of its advisors and their clients by operating responsibly and ethically, the report reflects the firm's progress in key focus areas, including diversity, equity and inclusion; responsible sourcing; sustainable investing; environmental stewardship; and community support.

LPL Financial Releases 2022 Sustainability Report

CHARLOTTE, N.C., April 04, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Lisa Tesar has joined Linsco by LPL, the firm's employee advisor model. She reported to LPL having served approximately $260 million in advisory, brokerage and retirement plan assets* and joins LPL from Morgan Stanley.

Financial Advisor Lisa Tesar Joins Linsco By LPL Financial

SAN DIEGO, March 31, 2022 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 28. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. Listeners can call 877-677-9122 (domestic) or 708-290-1401 (international), and use passcode 3557307.

LPL Financial Announces First Quarter 2022 Earnings Release Date and Conference Call

Advisors benefit from expanded choice and efficiency with LPL's new UMA Advisors benefit from expanded choice and efficiency with LPL's new UMA

LPL Financial Adds Separately Managed Account Strategies To Model Wealth Portfolios Platform

CHARLOTTE, N.C., March 28, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that financial advisors Leslie Shenkler CFP®, CSRIC® and Daryl Lipkin, CIMA®, CRPC have launched a new independent practice, Alcove Private Wealth, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. Lipkin and Shenkler reported to LPL that they serve approximately $265 million in advisory and brokerage assets.* They join from UBS.

Alcove Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., March 22, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that the firm received a 2022 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for the firm's proprietary solution, Meeting Manager.

LPL Financial Recognized for Technology Innovation by Bank Insurance & Securities Association

Unfavorable markets hurt LPL Financial's (LPLA) total brokerage and advisory assets balance in February.

LPL Financial (LPLA) February Metrics Down on Adverse Markets

CHARLOTTE, N.C., March 21, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that 22 advisors affiliated with LPL have been ranked on Barron's 2022 list of the Top 1,200 Financial Advisors in America, up from 17 last year. As part of the criteria, Barron's evaluates U.S.-based financial advisors based on several factors, including the quality of their practice, assets under management and philanthropic work*.

LPL Financial Advisors Named to Barron's 2022 List of Top Financial Advisors in America

SAN DIEGO, March 17, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for February 2022.

LPL Financial Reports Monthly Activity for February 2022

CHARLOTTE, N.C., March 09, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Blake Turner and Drew Turner have joined LPL, affiliating with Linsco by LPL, the firm's employee advisor model. They reported having served approximately $210 million in advisory, brokerage and retirement plan assets,* and join LPL from Wells Fargo Advisors.

Brothers Blake and Drew Turner Join Linsco by LPL Financial

CHARLOTTE, N.C., March 07, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in advisory, brokerage and retirement plan assets.* They join from Wells Fargo Advisors.

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., March 02, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that the First Hope Wealth Management team from the investment program located at First Hope Bank has joined LPL's Institution Services platform, aligned with the Independent Network of Consultants & Advisors (INC Advisors), an enterprise that supports LPL-affiliated advisors. The program's financial professionals reported having served approximately $195 million in brokerage, advisory and retirement plan assets*. They were previously affiliated with Raymond James.

LPL Financial, Inc Advisors Welcome First Hope Wealth Management

CHARLOTTE, N.C., Feb. 22, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the firm's employee advisor model. He reported having served approximately $100 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

Financial Advisor Mark Ross Joins Linsco by LPL Financial

The decline in LPL Financial's (LPLA) total brokerage and advisory assets at the end of January 2022 is a result of unfavorable equity markets' return and decline in net new assets balance.

LPL Financial (LPLA) January Metrics Down On Adverse Markets

LPL Financial's growth continues to outperform alongside its growing asset base and enhanced advisor platform.

LPL Financial: A Reasonably Priced Secular Growth Story

SAN DIEGO, Feb. 17, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for January 2022.

LPL Financial Reports Monthly Activity For January 2022

CHARLOTTE, N.C., Feb. 17, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Financial to launch an independent practice, Outcome Private Wealth. They are aligned with Stratos Wealth Partners. The team reported having served $1 billion in advisory, brokerage and retirement plan assets.* They join from Wells Fargo Advisors.

Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth

CHARLOTTE, N.C. , Feb. 15, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Guy Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial's broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with Synergy Wealth Alliance, an existing LPL firm. The advisors reported to LPL that they served approximately $320 million in advisory, brokerage and retirement plan assets,* and they join from Securities America, part of the Advisor Group network of broker-dealers.

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