LPL Financial Holdings Stock News

SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Resilient Wealth Management. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors.

SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, broker...

SAN DIEGO, June 23, 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 May 2025.

The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model The Advisor Trio Becomes the 50th Team to Join LPL's Strategic Wealth Services Affiliation Model

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities.

LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL's growth story.