LPLA News and Press, LPL Financial Holdings Inc. From 09/16/25

SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP ® , CTFA, Steve N. Armaly, Brian A. Blackburn, CFP ® and Michael S. Lee, CEPA® have launched a new independent practice, Ox Road Capita...

SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brok...

2025-09-08 20:52:44 ET This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 08/14/2025. Please visit our Tracking Dan L...

SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS®, Brian Gudgel, CFP® and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA® have launched a new independent pr...

2025-09-06 10:10:59 ET More on Markets uniQure: Getting Nervous Ahead Of Critical Huntington's Gene Therapy Data Everplay Group Plc Q2 2025 Earnings Call Transcript GPIQ: Strong ~10% Distribution Yield Providing Steady Passive Cash Flow DBV Technologies launc...

SAN DIEGO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year. AI enables advisors to improv...

SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and r...

SAN DIEGO, Aug. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of LPL Financial LLC, today announced that First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN), has transitioned support of the bank’s broker-deal...

SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and...

2025-08-26 05:20:51 ET Shares of LPL Financial ( LPLA ) have delivered a total return of 911% over the past decade. Comparably, the S&P 500 has delivered a total return of 288% over the same time period. LPLA's solid performance has been driven strong earnings growth as the company ...