NasdaqGS - Nasdaq Real Time Price USD

LPL Financial Holdings Inc. (LPLA)

280.42

+3.24

(+1.17%)

As of 2:37 PM EDT. Market Open.

LPL Financial Welcomes Russell Wealth Partners

SAN DIEGO, June 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Tom Russell, CFP®, and his sons Brian Russell and Charles Russell have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Russell Wealth Partners. The family team reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. They will operate out of the Linsco suite at LPL’s San Diego campus.

GlobeNewswire 5 hours ago

LPLA
+1.17%
Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in S

GlobeNewswire 4 days ago

LPLA
+1.17%
Highway One Capital Launches With Support From LPL Strategic Wealth Services

SAN DIEGO, June 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from First Republic, now part of JPMorgan Chase. Based in Newport Beach, Calif., Wo

GlobeNewswire 6 days ago

LPLA
+1.17%
LPL Financial Welcomes Lifetime Legacy Wealth Solutions

SAN DIEGO, June 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor David Hilbig, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG. Hilbig, who lives in The Woodlands, Texas area and maintains a registered office in Mundelein, Ill., has more than 2

GlobeNewswire 7 days ago

LPLA
+1.17%
Blue Owl (OWL) Acquires Prima, Boosts Presence in Real Estate

Blue Owl (OWL) completes the acquisition of Prima to expand its offerings in the real estate sector. The deal is in alignment with the company's inorganic growth strategy.

Zacks 7 days ago

LPLA
+1.17%
BLK
LPL Financial Welcomes Cousino Wealth Advisors

SAN DIEGO, June 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Todd Cousino, Nicholas Hawk and Charles Moyer have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Cousino Wealth Advisors. The advisors reported serving approximately $265 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Brownstown, Mich., Cousino and Hawk have worked as a team since 2015, with Moyer join

GlobeNewswire 12 days ago

LPLA
+1.17%
LPL Financial Welcomes Generational Asset Planning

SAN DIEGO, June 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tre Panagos has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $265 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Panagos began his career in broadcast journalism and spent several years as a news videographer and director until the long hours and excess travel took a toll on his family. In 2011,

GlobeNewswire 13 days ago

LPLA
+1.17%
LPL Financial Awards Outstanding Diversity Leaders in the Legal Profession

Awards program recognizes one firm and one individual champion that are advancing diversity, equity, inclusion and belonging within the legal professionSAN DIEGO, June 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced the winners of its second annual Law Firm Diversity, Equity, Inclusion and Belonging (DEIB) Awards: Davis Wright Tremaine LLP (DWT), a national law firm with more than 600 attorneys, has received the Law Firm DEIB Recognition Award and Jules W. Carter, as

GlobeNewswire 14 days ago

LPLA
+1.17%
LPL Financial Welcomes Highland Partners

SAN DIEGO, May 30, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors with Highland Partners Financial Services, which is led by Managing Partner G. Mark Hamby, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving more than $400 million in advisory, brokerage and retirement plan assets* and join LPL from Momentum Independent Network, a subsidiary of Hilltop Holdings. Based in Glen Allen, Va., in the greater Richmond area, Hamby has m

GlobeNewswire 18 days ago

LPLA
+1.17%
LPL Financial Welcomes FSI Wealth Management

SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Securities America, now part of Osaic. FSI founding partners Paul Neves, CFP®, ChFC®, and Darrin Santos, CFP®, have more than 65 years of combined experience in the finan

GlobeNewswire 19 days ago

LPLA
+1.17%
LPL Financial Welcomes Frank Financial Concepts

SAN DIEGO, May 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP®, of Frank Financial Concepts have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Berthel Fisher & Co. Frank started his career as a financial professional in 1996, working for several investment firms before founding Frank Fi

GlobeNewswire 20 days ago

LPLA
+1.17%
EBay Stock Breaks Out To New Highs As Financial Firm Tops Buy Point, Too

EBay jumped into a buy zone from a flat-base buy point of 52.93 as shares rallied to levels last seen in May 2022. The buy range for eBay stock goes to 55.58. Analysts now expect eBay stock's Q2 earnings to decline 2% to $1.01 per share.

Investor's Business Daily 24 days ago

EBAY

LPLA
+1.17%
LPL Financial (LPLA) April Metrics Fall From March on Weak Markets

Unfavorable market performance leads to a sequential decline in LPL Financial's (LPLA) total brokerage and advisory assets in April 2024.

Zacks 24 days ago

LPLA
+1.17%
SCHW

IBKR
+0.55%
LPL Financial Reports Monthly Activity for April 2024

SAN DIEGO, May 23, 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 activity report for April 2024. Total advisory and brokerage assets at the end of April were $1.41 trillion, a decrease of $27.9 billion, or 1.9%, compared to the end of March 2024. Total net new assets for April were $12.0 billion, which included $5.0 billion of acquired net new assets resulting from

GlobeNewswire 24 days ago

LPLA
+1.17%
LPL Recruits $4.6 Billion Advisor Practice From Lincoln Financial

Pilot Financial is making the switch after Lincoln’s parent company agreed to sell its wealth management business to Osaic.

Barrons.com 26 days ago

LPLA
+1.17%
LPL Welcomes Pilot Financial

The N.C.-based team manages approximately $4.6B AUM across 105 advisorsSAN DIEGO, May 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced today that Pilot Financial, a large network of 105 advisors nationwide, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving approximately $4.6 billion in advisory and brokerage assets* and join LPL from Lincoln Financial. “LPL is a stable partner, Fortune 500 company and leading w

GlobeNewswire 26 days ago

LPLA
+1.17%
LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill Recruits

LPL says the Oklahoma-based advisor team is the first to become employees of its Private Wealth Management unit since the unit’s launch in November.

Barrons.com 27 days ago

LPLA
+1.17%
LPL Financial Welcomes Auctus Legacy Private Wealth Management

SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management. The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch. Based in Oklahoma City, Okla., Senior Vice Presid

GlobeNewswire 27 days ago

LPLA
+1.17%
LPL Financial Welcomes Cornerstone Financial Advisers

SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, ind

GlobeNewswire 28 days ago

LPLA
+1.17%
Mitsubishi UFJ (MUFG) Closes Link Administration Buyout

Mitsubishi UFJ's (MUFG) acquisition of Link Administration further enhances MUFG's global business expansion via access to Australian funds and corporate clients worldwide.

Zacks last month

MUFG

LPLA
+1.17%
BLK

Performance Overview

Return	LPLA	S&P 500
YTD	+23.47%	+14.99%
1-Year	+34.85%	+24.38%
3-Year	+102.32%	+29.85%

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LPL Financial Holdings Inc. (LPLA)

LPL Financial Welcomes Russell Wealth Partners

Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

Highway One Capital Launches With Support From LPL Strategic Wealth Services

LPL Financial Welcomes Lifetime Legacy Wealth Solutions

Blue Owl (OWL) Acquires Prima, Boosts Presence in Real Estate

LPL Financial Welcomes Cousino Wealth Advisors

LPL Financial Welcomes Generational Asset Planning

LPL Financial Awards Outstanding Diversity Leaders in the Legal Profession

LPL Financial Welcomes Highland Partners

LPL Financial Welcomes FSI Wealth Management

LPL Financial Welcomes Frank Financial Concepts

EBay Stock Breaks Out To New Highs As Financial Firm Tops Buy Point, Too

LPL Financial (LPLA) April Metrics Fall From March on Weak Markets

LPL Financial Reports Monthly Activity for April 2024

LPL Recruits $4.6 Billion Advisor Practice From Lincoln Financial

LPL Welcomes Pilot Financial

LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill Recruits

LPL Financial Welcomes Auctus Legacy Private Wealth Management

LPL Financial Welcomes Cornerstone Financial Advisers

Mitsubishi UFJ (MUFG) Closes Link Administration Buyout

Performance Overview