Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.
LPL Financial Holdings Inc. (Nasdaq: LPLA) provides essential technology and support services to over 22,000 financial advisors nationwide. This page serves as the definitive source for official company announcements, financial results, and strategic developments.
Access real-time updates including quarterly earnings disclosures, regulatory filings, and technology initiatives that shape the advisor-mediated wealth management landscape. Our curated collection ensures investors and professionals stay informed about operational milestones, partnership agreements, and compliance updates critical to understanding LPLA's market position.
Explore press releases covering advisor recruitment trends, platform enhancements, and industry thought leadership. All content is sourced directly from LPL Financial's corporate communications, maintaining factual accuracy and regulatory compliance.
Bookmark this page for streamlined access to LPLA's financial narrative. For historical context, combine these updates with our detailed company profile analyzing LPLA's broker-dealer business model and competitive differentiators.
LPL Financial (Nasdaq: LPLA) announced that President and CFO Matt Audette will present at the William Blair Growth Stock Conference on June 4 at 11 a.m. ET. The presentation will be available via live audio webcast at investor.lpl.com, with a replay option available afterward.
LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions. The company services and maintains custody of approximately $1.8 trillion in brokerage and advisory assets for about 7 million Americans. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services.
LPL Financial (NASDAQ: LPLA) has announced that financial advisor Mai Park has joined their employee advisor channel, Linsco by LPL Financial, partnering with Pence Wealth Management to launch Mai Park Capital. Park, who transitions from Merrill Lynch, brings approximately $330 million in advisory, brokerage and retirement plan assets under management.
Based in Newport Beach, California, Park has over 20 years of industry experience, specializing in estate planning, investment management, retirement planning, tax planning, and wealth management. The move to LPL's Linsco model provides Park with independence in client relationship management while accessing LPL's integrated wealth management platform and business resources.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (LPLA) has announced that financial advisor Colin Beamish, CFP®, has joined their employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management. Beamish, who previously served at City National Securities (RBC subsidiary), brings approximately $445 million in advisory, brokerage and retirement plan assets to LPL.
With over 19 years of industry experience, Beamish chose LPL's Linsco model for its enhanced technology, greater autonomy, and integrated wealth management platform. The Linsco model provides advisors with independence while offering support through branch management, marketing consultants, and business resources.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (NASDAQ: LPLA) announced that Beacon Financial has joined its broker-dealer, RIA, and custodial platforms, partnering with Momentum Wealth Partners. The Toledo-based Beacon Financial team, led by CEO Greg Kopan, transitions from Cetera with approximately $850 million in assets and 10 advisors.
Key factors in choosing LPL included its strategic succession planning team, integrated technology with single sign-on capabilities, and significant investment in cybersecurity (over $500 million last year). The multi-generational practice serves business owners, professionals, and retirees, focusing on personalized financial planning.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (NASDAQ: LPLA) announced that CEO Rich Steinmeier will present at the Bernstein Strategic Decisions Conference on May 28 at 8 a.m. ET. The presentation will be available via live audio webcast at investor.lpl.com, with a replay option available afterward.
LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions. The company services and maintains custody of about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services.
LPL Financial (LPLA) has announced two key executive appointments to strengthen its wealth management leadership team. Tara Thompson Popernik joins as Executive Vice President and Head of Wealth Planning, bringing 21 years of experience from Bernstein Private Wealth. She will lead the Financial Planning, High-Net-Worth, and Product Management teams, focusing on enhancing services for high-net-worth clients.
Additionally, Monte Tomasino has been appointed as Executive Vice President of Service Digital Enablement, joining from Dell Technologies where he served as Vice President of Digital Enablement and Engagement. LPL Financial, which supports over 29,000 financial advisors and manages approximately $1.8 trillion in brokerage and advisory assets, continues to strengthen its position as one of the fastest-growing wealth management firms in the U.S.
FAQ
What is the current stock price of Lpl Financial (LPLA)?
What is the market cap of Lpl Financial (LPLA)?
