Lpl Financial Holdings Inc (LPLA) - News Archive

San Diego, April 22, 2024 - LPL Financial LLC announced that Clayton Ortloff, a financial advisor, has launched his independent practice, Heritage Private Wealth. This launch was made possible through his affiliation wi...

In a series of strategic moves to bolster its offerings, LPL Financial LLC has made three significant additions to its broker-dealer, RIA and custodial platforms this year. The San Diego-based organization has welcomed...

LPL Financial Welcomes Advisor Philip NationSAN DIEGO, April 15, 2024 - LPL Financial LLC announced today that financial advisor Philip Nation, CFP, ChFC, CLU, has joined LPL Financial s broker-dealer, RIA, and custodia...

LPL Financial LLC, a leading retail investment advisory firm, recently welcomed three noteworthy financial planning groups into its broker-dealer, RIA, and custodial platforms. The addition of Strategic Insights Financi...

LPL Financial, one of the leading financial advisory firms in the United States, recently announced the addition of three experienced financial advisors to their team. Greg Mullaney, CFP, Colleen Kelly Abate, CFP, and P...

LPL Financial Holdings Inc., the parent company of LPL Financial LLC, has demonstrated its dedication to sustainability by publishing its highly anticipated 2024 Sustainability Report. As a leading financial services fi...

LPL Financial Expands Roster with Three New Advisor TeamsIn a recent wave of acquisitions, LPL Financial LLC has welcomed three new advisor teams to its broker-dealer, RIA, and custodial platforms. These additions inclu...

SAN DIEGO, March 25, 2024 - LPL Financial LLC announced today that three experienced financial advisors, Sarah Grafton, William Will Grafton IV, CFP, CEPA, and Dexter Grafton, CPFA, CFA, have launched their independent...

In a strategic move to grow its asset management capabilities, LPL Financial LLC has recently welcomed financial advisor Nolan Venable to its broker-dealer, registered investment advisor (RIA), and custodial platforms....

In a significant development for LPL Financial LLC, renowned financial advisors Mark McAnally, Josh McAnally, and Brandon McAnally, CPA have joined the firm s broker-dealer, RIA, and custodial platforms. This move comes...

LPL Financial Attracts Five Independent Teams Managing $700 Million AUMSAN DIEGO, March 14, 2024 - In a notable move to expand its reach and strengthen its financial advisory services, LPL Financial LLC has announced th...

LPL Financial Welcomes Advisor Brian Pflaum, Adding Impressive $345 Million to Their PortfolioIn a recent announcement, LPL Financial LLC revealed that accomplished financial advisor Brian M. Pflaum, MBA has joined thei...

LPL Financial LLC, a leading financial services firm, has recently announced the addition of Brice Lowe CFP, CPWA and Bradley Moser CFP to its broker-dealer, RIA, and custodial platforms. The advisors bring with them a...

LPL Financial Expands its Reach with the Addition of RFS Financial Services and Andrew KutanovskiSAN DIEGO, March 04, 2024 - LPL Financial LLC, a leading investment advisory and brokerage firm, has recently announced th...

LPL Financial Expands Its Reach with New AdditionsIn recent news, LPL Financial LLC has announced the addition of two prominent financial advisory firms to its network. This move signifies the company s commitment to ex...

Continuity Private Wealth Launches as Independent Practice with Support from LPL Strategic Wealth ServicesSAN DIEGO, Feb. 27, 2024 - LPL Financial LLC recently announced that financial advisors James Jamie P. Debuque, C...

The decision to partner with LPL Financial stems from Wintrust s commitment to continuously improve and expand its wealth management capabilities. By transitioning these two businesses to LPL, Wintrust aims to enhance i...

SAN DIEGO, Feb. 22, 2024 - LPL Financial LLC (LPL Financial), a subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), has released its monthly activity report for January 2024, showcasing positive growth and strateg...

In a recent announcement, LPL Financial LLC (Nasdaq:LPLA) revealed that prominent financial advisor, Cubby Bice MBA, AAMS, CRPC, has joined their broker-dealer, RIA, and custodial platforms. This strategic move comes as...

LPL Financial Holdings Inc, a leading provider of investment and wealth management services, recently announced the launch of its bespoke planning and investing solutions tailored for high-net-worth investors. The move...