Lpl Financial Stock Price, News & Analysis

LPL Financial (NASDAQ:LPLA) announced that Gallagher Wealth Management has joined its broker-dealer, RIA, and custodial platforms, transitioning from Lincoln Investment. The team, led by Kevin Gallagher, AIF®, reported approximately $180 million in advisory, brokerage and retirement plan assets.

Located in Brookeville, Maryland, Gallagher Wealth Management specializes in serving federal employees and military members. The team includes U.S. Army veteran James Horris, Brandon Hsia, Leslie Weigand, and support staff. The move to LPL was driven by their desire for greater autonomy, enhanced technology capabilities, and operational efficiency.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with $1.8 trillion in brokerage and advisory assets under management serving approximately 7 million Americans.

LPL Financial (NASDAQ:LPLA) has announced the addition of Waznik Heike Group to its broker-dealer, RIA, and custodial platforms. The team, consisting of 11 financial advisors with over 100 years of combined experience, transitions from Osaic, bringing approximately $750 million in advisory, brokerage and retirement plan assets.

Led by partners Brad Waznik and John Heike, the Wisconsin-based firm operates across five locations including Menomonie, Durand, Superior, Eau Claire, and Rice Lake. The group specializes in retirement planning and wealth management, choosing LPL for its integrated technology, back-office support, and self-clearing capabilities.

LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.8 trillion in brokerage and advisory assets under management.

LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm in the U.S., has scheduled its second quarter 2025 financial results announcement for Thursday, July 31, 2025, after market close. The company will host a conference call at 5 p.m. ET the same day to discuss the results.

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. The company provides various advisor affiliation models, investment solutions, and fintech tools for financial advisors and institutions.

LPL Financial (NASDAQ:LPLA) has announced that financial advisors Charlie Narmi and Theresa Rynaski have joined their employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. The team, previously with Robert W. Baird & Co., brings approximately $870 million in advisory, brokerage and retirement plan assets to LPL.

Based in Omaha, Nebraska, the team serves young professionals, non-profit organizations, and retirement-focused clients. The transition was driven by their desire for greater autonomy, flexibility, and enhanced technology. Through Linsco, they gain access to LPL's integrated wealth management platform while maintaining independence in client relationships and practice management.

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) has released its Midyear Outlook 2025 report titled "Pragmatic Optimism, Measured Expectations," providing a comprehensive analysis of economic and market trends. The report, presented by Chief Investment Officer Marc Zabicki, anticipates slower economic growth and higher inflation in the second half of 2025.

Key forecasts include range-bound Treasury yields, potential market volatility, and opportunities in intermediate-term bonds. The outlook emphasizes the importance of diversification and tactical portfolio management amid ongoing policy uncertainties. LPL Financial, servicing $1.8 trillion in assets and supporting over 29,000 financial advisors, maintains a cautious yet opportunistic stance for the remainder of 2025.

LPL Financial (NASDAQ:LPLA) announced that Bell Wealth Partners has joined LPL Strategic Wealth Services, transitioning from Raymond James with approximately $450 million in advisory, brokerage and retirement plan assets. The father-son team of Robert Bell II and Keegan Bell, along with their staff, will operate from offices in Fairbanks, Alaska and Medford, Oregon.

The transition is driven by Bell Wealth Partners' goal to enhance client experiences and better serve the next generation of wealth. Through LPL's Strategic Wealth Services, the team gains access to comprehensive business support, including dedicated business strategists, marketing partners, CFO services, and administrative assistance, allowing them to focus on client relationships and practice growth.

LPL Financial (NASDAQ:LPLA) has announced that financial advisor Brandon Dixon-James, CFP®, has joined their platform to launch Resilient Wealth Management. Dixon-James, who previously served at Osaic, brings approximately $250 million in advisory, brokerage and retirement plan assets to LPL Financial.

Based in Fresno, California, Resilient Wealth Management was founded in 2020 and focuses on clients nearing or in retirement. The firm's team includes Director of Client Events Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens. Dixon-James cited LPL's integrated technology, self-clearing capabilities, and commitment to advisor inclusion programs as key factors in his decision to transition.

LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management on behalf of approximately 7 million Americans.

LPL Financial (NASDAQ: LPLA), one of the fastest-growing U.S. wealth management firms, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In his new role, Holtschlag will lead the company's banking and lending initiatives, focusing on cash management accounts, credit cards, and secured credit lending solutions.

Holtschlag brings over 25 years of financial services experience, including 17 years at Fidelity Investments where he served as Senior Vice President for the Saving, Spending, and Lending Business. At Fidelity, he led a global team of 150 associates managing various financial solutions. He holds degrees from Harvard University and the Wharton School.

LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans.

LPL Financial (NASDAQ:LPLA) announced that financial advisor Jason Wyatt has joined their platform from Wells Fargo Advisors to launch Wyatt Wealth Management. Wyatt brings approximately $180 million in advisory, brokerage and retirement plan assets to LPL's broker-dealer, RIA and custodial platforms.

Based in Bryan, Texas, Wyatt has over 30 years of financial industry experience and specializes in serving clients near or in retirement. The move to LPL Financial was driven by his desire for greater independence, flexibility, and access to non-proprietary investment products. As part of the transition, Wyatt plans to expand staff and office space to enhance client service capabilities.