Continuity Private Wealth launches with support from LPL Strategic Wealth Services
February 27, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched...
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
February 23, 2024 08:30 ET
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LPL Financial Holdings, Inc.
SAN DIEGO and CHICAGO, Feb. 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (“LPL”) and Wintrust Financial Corporation (Nasdaq: WTFC) today announced an agreement to...
LPL Financial Reports Monthly Activity for January 2024
February 22, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly...
LPL Financial Welcomes Bice Wealth Management
February 21, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
LPL Financial Welcomes CoastPoint Financial, LLC
February 15, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie...
LPL Financial to Acquire Atria Wealth Solutions
February 13, 2024 08:30 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that...
LPL Financial Welcomes Financial Advisor Blair Waller
February 07, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Blair Waller, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Equity Design Group
February 06, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Hohenstein, AIF®, Kevin Snow, CFP®, and William Zoromski of Equity Design Group have...
LPL Financial Announces Fourth Quarter and Full Year 2023 Results
February 01, 2024 16:05 ET
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LPL Financial Holdings, Inc.
Fourth Quarter 2023 Key Financial Results Net Income was $218 million, translating to diluted earnings per share ("EPS") of $2.85, down 28% from a year agoAdjusted...