LPLA News and Press, LPL Financial Holdings Inc. From 10/09/25

2025-10-09 07:15:08 ET Raymond James analyst issues MARKET PERFORM recommendation for LPLA on October 9, 2025 09:33AM ET. The previous analyst recommendation was Underperform. LPLA was trading at $325.13 at issue of the analyst recommendation. The overall analyst consens...

SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Flowers-Bradley Wealth Management of LPL Financial . They report...

SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team – an existing...

2025-09-29 19:41:51 ET This article is part of a series that provides an ongoing analysis of the changes made to Lone Pine Capital’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2025. Please visit our Tracking Stephen Mandel&#x...

SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage...

Prudential Financial, Inc. and LPL Financial LLC today announced a further expansion of their relationship, as the two firms collaborate to bring to market an Insurance Overlay retirement lifetime income strategy for LPL’s managed accounts platform. The solution will be designed ...

SAN DIEGO, Sept. 18, 2025 (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 August 2025. Total advisory ...

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)...

SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over...

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...