Lpl Financial Stock Price, News & Analysis

LPL Financial (LPLA) has announced that West Texas Investments, a women-led financial advisory team, has joined LPL's broker-dealer, RIA, and custodial platforms. The team, consisting of Stephanie Stewart, Debra Hedgcoth, and Madison Wentland, previously managed approximately $170 million in assets at B. Riley Wealth Advisors.

Based in Lubbock, Texas, the team brings over 40 years of combined industry experience and employs a "Discover, Design and Deliver" approach to financial planning. The transition to LPL Financial was driven by their desire to enhance client offerings through LPL's integrated technology and extensive back-office services, including Marketing and Paraplanning Solutions.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.

LPL Financial (LPLA) has launched WealthVision Essentials, a comprehensive financial planning platform powered by eMoney, available to all LPL advisors at no additional cost. The platform includes stand-alone planning modules, an interactive client portal, and seamless integration with LPL's ClientWorks platform.

Data from LPL's top 10% of advisors shows they are 53% more likely to offer estate planning, 41% more likely to offer tax planning, 28% more likely to offer retirement plan consulting, and 17% more likely to offer insurance. The company serves nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.

The rollout will occur throughout Q2 2025, aiming to help advisors differentiate themselves from robo-advisors and provide more personalized financial guidance.

LPL Financial (NASDAQ: LPLA) has announced that Northern Advisory Group, a team of 10 financial advisors, has joined LPL's broker-dealer, RIA, and custodial platforms from Osaic. The group, led by partners Richard DiTaranto, Brian DiBrino, and Jeff Miller, manages approximately $300 million in advisory, brokerage and retirement plan assets.

Based in Fairfield, N.J., Northern Advisory Group specializes in providing holistic wealth management services with a focus on client education and customized financial planning. The team chose LPL Financial after a thorough due diligence process, citing enhanced service experiences, robust technology platform, and efficient client support as key factors in their decision.

LPL Financial (NASDAQ: LPLA) has announced that financial advisor R. Brennan Barlow and his team at Barlow Capital Advisors have joined LPL's broker-dealer, RIA, and custodial platforms from Raymond James. Based in Flower Mound, Texas, Barlow manages approximately $250 million in advisory, brokerage, and retirement plan assets. The second-generation advisor founded his practice in 2009, focusing on wealth management with a "Three P's" approach: protecting wealth, preserving lifestyle, and preventing retirement surprises.

The team, including Senior Client Service Associate Keri Alanis and Client Service Associate Amanda Barlow, chose LPL Financial for its enhanced flexibility and service options. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.

LPL Financial (Nasdaq: LPLA) has announced that financial advisor James 'Jim' Verdi, CFP®, has joined their broker-dealer, RIA and custodial platforms from Osaic. Verdi's firm, Synergy Wealth Strategies, brings approximately $350 million in advisory, brokerage and retirement plan assets to LPL.

Founded in 2008 and based in Smithtown, N.Y., Synergy Wealth Strategies provides comprehensive wealth management services with a holistic approach. The team chose LPL Financial to enhance their client experience, improve technological capabilities, and grow their business through LPL's integrated technology platform and back-office support.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.

LPL Financial Holdings (Nasdaq: LPLA) has announced it will release its first quarter 2025 financial results after market close on Thursday, May 8, followed by a conference call at 5 p.m. ET. The call will be accessible via investor.lpl.com/events.

As one of the fastest-growing wealth management firms in the U.S., LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions. The company services and maintains custody of approximately $1.7 trillion in brokerage and advisory assets on behalf of about 6 million Americans. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors and institutions operate their businesses effectively.

LPL Financial (LPLA) has announced the promotion of five executives to new Managing Director roles, marking a significant organizational restructuring. The promoted executives are Christa Carone (Chief Marketing and Communication Officer), Gary Carrai (Chief Product Officer), Brett Goodman (Corporate Development, Treasury, and Investor Relations), Scott Posner (Business Development), and Brent Simonich (Chief Risk Officer, Head of Business Operations).

Additionally, five current Managing Directors - Althea Brown, Marc Cohen, Matthew Enyedi, Greg Gates, and Aneri Jambusaria - will be elevated to Group Managing Directors, continuing their roles on LPL's Management Committee alongside CEO Rich Steinmeier and President/CFO Matt Audette.

LPL Financial, supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions, currently services approximately $1.7 trillion in brokerage and advisory assets on behalf of about 6 million Americans.

LPL Financial (NASDAQ: LPLA) has announced that Tenacity Investment Group, led by Steve Jones, has joined LPL's broker-dealer, RIA and custodial platforms. Jones, who previously served at Raymond James, brings approximately $230 million in advisory, brokerage and retirement plan assets to LPL.

Based in Longmont, Colorado, Jones is a 25-year industry veteran who founded Tenacity Investment Group in 2010. The firm, supported by operations manager Mindy Kennie, specializes in serving individuals approaching or in retirement. Jones chose LPL for its dedicated service advisor team, size, scale, and focus on independent advisors.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.7 trillion in brokerage and advisory assets under management on behalf of about 6 million Americans.

LPL Financial (Nasdaq: LPLA) has announced that Trimp Wealth Management, led by father-son duo Patrick and Jack Trimp, has joined LPL's broker-dealer, RIA, and custodial platforms. The team, previously with Nations Financial Group, Inc., manages approximately $220 million in advisory, brokerage, and retirement plan assets.

Patrick Trimp, a former U.S. Navy veteran with nuclear power training, established Trimp Wealth Management in 2008. His son Jack joined the practice in 2019. The team chose LPL Financial after a three-year search, citing the firm's integrated platform and open architecture as key factors in their decision.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.