LPLA - LPL Financial Holdings Inc.
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The financial advisors of Williams Tax & Financial Services have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform.
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial Advisors, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $145 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.
Cantillon Capital Management LLC trimmed its position in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 12.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,927 shares of the financial services provider's stock after selling 44,141 shares during the quarter.
SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.
SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corporation.
SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisors. The team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank.
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.
SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial's supported independence model, LPL Independent Advisor Network , to support his existing independent practice, Cypress Point Wealth Partners . He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a comprehensive analysis of the economic and market environment and outlines key considerations for investors navigating an increasingly policy-driven and complex landscape.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors , through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network . The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo.
Certain financial companies tend to benefit from higher interest rates.
SAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from Steward Partners.
On June 26, 2026, LPL Financial Holdings Inc (LPLA) shares fell 3.1% to a current price of $268.86. The stock has experienced a challenging year, with a 52-week
SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
On June 24, 2026, LPL Financial Holdings Inc (LPLA) shares fell 4.4% today, closing at $282.15. This decline is part of a broader trend, with shares down 20.8%
Investors need to pay close attention to LPLA stock based on the movements in the options market lately.
SAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Tribute Financial have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Led by president and chief executive officer, Kevin Daniels, MBAF, the team reported serving over $500 million in advisory, brokerage and retirement plan assets* and joins LPL from United Planners Financial Services.