LPLA - LPL Financial Holdings Inc.
SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC , has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 114,224 shares of the financial services provider's stock, valued at approximately $32,175,000. Bamco Inc. NY owned
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SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research.
Danske Bank A S bought a new stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,721 shares of the financial services provider's stock, valued at approximately $766,000. A number of
LPL Financial Holdings Inc. LPLA reported its July 2026 activity, showing continued growth in client assets and positive organic net new assets (NNA), despite modest sequential declines across some key metrics.
BlackRock Inc. acquired a new stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 4,732,991 shares of the financial services provider's stock, valued at approximately $1,333,189,000. BlackRock Inc. owned approximately 6.01% of LPL
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for July 2026.
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
Empowered Funds LLC lifted its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 32.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,339 shares of the financial services provider's stock after buying an additional 5,985 shares during the quarter. Empowered Funds
SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC concluded Focus 2026, the firm's premier annual conference, by highlighting how its scale, research capabilities and integrated platform help its clients grow more efficiently while preserving the flexibility and personalized experience that define successful financial advisory businesses. The conference's closing sessions focused on how advisors are leveraging LPL's expanding technology, workflows and investment capabilities to grow faster, serve clients more comprehensively and build enduring businesses.
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SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Frontline Investment Advisors and 15 Wealth are existing firms supporting LPL-aligned advisors. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and join from Valic Financial Advisors, now Corebridge Financial.
SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Building on the conference theme of Boundless Potential, LPL Financial leaders continued to highlight how technology-enabled efficiency is creating greater capacity for advisors to deliver more personalized, comprehensive wealth management services. CEO Rich Steinmeier reinforced the firm's vision for the future of wealth management, highlighting how technology, human expertise and integrated capabilities are coming together to help advisors deliver more meaningful outcomes for clients.
SAN DIEGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Paxel Financial Consulting have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group's infrastructure for the next stage of their growth. Led by Founder Chin Po, CPA, the team reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera.
SAN DIEGO, Aug. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Don A. Harrell, CFP® of WestKai Private Wealth has joined LPL Financial's supported independence model, LPL Strategic Wealth. Harrell's team reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and joins LPL from Morgan Stanley.