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LPL Financial Holdings Inc - LPLA STOCK NEWS

Welcome to our dedicated news page for LPL Financial Holdings (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on LPL Financial Holdings.

Our selection of high-quality news articles is accompanied by an expert summary from Rhea-AI, detailing the impact and sentiment surrounding the news at the time of release, providing a deeper understanding of how each news could potentially affect LPL Financial Holdings's stock performance. The page also features a concise end-of-day stock performance summary, highlighting the actual market reaction to each news event. The list of tags makes it easy to classify and navigate through different types of news, whether you're interested in earnings reports, stock offerings, stock splits, clinical trials, fda approvals, dividends or buybacks.

Designed with both novice traders and seasoned investors in mind, our page aims to simplify the complex world of stock market news. By combining real-time updates, Rhea-AI's analytical insights, and historical stock performance data, we provide a holistic view of LPL Financial Holdings's position in the market.

News
LPL Financial Welcomes Momentum Wealth
Rhea-AI Summary
LPL Financial LLC (LPL) announced that financial advisors Rob Elstad, Steven “Coert” Van Voorhees, and Bill Blankenship have joined LPL's platforms, bringing approximately $150 million in assets from Ameriprise. With 60 years of combined experience, they will serve retirees in The Villages, Fla, offering financial planning, investment management, estate planning, tax planning, and charitable giving.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.77%
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The Warter Group joins LPL, Seapoint Wealth Advisors
Rhea-AI Summary
LPL Financial LLC Welcomes Matt Warter and Theresa Houle, AIF, Adding $100 Million in Assets Under Management
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.29%
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News
LPL Financial Welcomes Doherty Financial Services
Rhea-AI Summary
LPL Financial LLC: Financial advisors Michael Doherty Jr., Ryan Pellegrini, and Ryan Doherty have joined LPL Financial’s platforms, bringing approximately $220 million in assets. With 40 years of industry experience, Michael Doherty Jr. founded Doherty Financial Services in 1997 as a family practice committed to helping families along their financial journeys. The team also includes fellow financial advisor Ryan Pellegrini and office support staff members. Their small-town practice in Uncasville, Conn., prides itself on being a 'mom and pop' type office, big enough to do the job well and small enough to know clients by name.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.21%
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News
LPL Financial Reports Monthly Activity for October 2023
Rhea-AI Summary
LPL Financial LLC (Nasdaq: LPLA) reports a decrease of $19.0 billion, or 1.5%, in total advisory and brokerage assets at the end of October 2023, with total net new assets for October at $7.2 billion. The total client cash balances were $46.9 billion, with net buying in October at $10.7 billion. Market drivers include the S&P 500 Index and the Russell 2000 Index, both showing fluctuations compared to the previous period.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.21%
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earnings
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News
LPL Financial Introduces LPL Private Wealth Management
Rhea-AI Summary
LPL Financial LLC (Nasdaq: LPLA) introduces LPL Private Wealth Management, a new advisor affiliation model tailored for high-net-worth-focused advisors. This model offers industry-leading payouts, client ownership, and business autonomy, along with access to enhanced service and an exclusive high-net-worth advisor community. Private Wealth aims to provide specialized resources to meet the sophisticated needs of high-net-worth clients, offering higher payouts, cutting-edge technology, and a personalized experience.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.26%
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LPL Financial Welcomes Financial Advisor Kane Vines
Rhea-AI Summary
LPL Financial LLC: Financial advisor Kane Vines joins LPL Financial, launching Expound Wealth Management. With over $115 million in assets, Vines brings two decades of wealth management experience and a focus on client education and long-term relationships. LPL's open architecture and robust trading platform make it the best fit for Vines' business goals.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.99%
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News
Father-Son Financial Advisors Join Linsco by LPL to Launch Zambri Financial
Rhea-AI Summary
LPL Financial LLC (Nasdaq: LPLA) welcomes financial advisors Anthony S. Zambri, CFP®, CLU®, ChFC®, APMA® and his son Anthony V. Zambri, APMA® to launch Zambri Financial under LPL’s employee advisor channel, Linsco by LPL Financial. The practice, representing three generations of Zambris in financial services, brings approximately $180 million in assets from Ameriprise. Zambri Financial will be the anchor tenants in the first Linsco office on Long Island, drawn by LPL’s entrepreneurial nature and dedicated resources. The move is seen as a strategic decision to elevate client service and reinforce client relationships.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.88%
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LPL Financial Welcomes Financial Advisor Blake Mier
Rhea-AI Summary
LPL Financial LLC: Financial advisor Blake Mier, CFP® of Mier Financial has joined LPL Financial’s platforms, bringing approximately $230 million in assets. Mier aims for more autonomy and a process-driven approach to wealth management with LPL's diverse products and services.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.71%
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News
LPL Financial Welcomes SYV Wealth Advisors
Rhea-AI Summary
LPL Financial LLC (Nasdaq: LPLA) announced that financial advisors Brad Sicoff CRPC® and Bruce Porter CFP® of SYV Wealth Advisors have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. The team brings approximately $115 million in assets and extensive experience, with a focus on serving clients in the Santa Ynez, Calif., community. The move to LPL is driven by the desire to leverage the firm's innovative technology, integrated capabilities, and lower costs to better serve clients. LPL Executive Vice President, Scott Posner, expressed excitement about the partnership and highlighted the firm's commitment to continuous investments in innovative capabilities to support advisors and their clients.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.79%
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News
Advisor Anasuya Kabad Meyer’s ‘Invest in Others’ Win Garners Support for Daya, Inc.
Rhea-AI Summary
LPL Financial awarded Anasuya Kabad Meyer as the 2023 Invest in Others Emerging Impact winner for her work with Daya, Inc., an organization that supports South Asian survivors of domestic and sexual violence. The award included a $60,000 charitable grant, and an additional $40,000+ in donations was raised during the event.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.22%
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LPL Financial Holdings Inc

Nasdaq:LPLA

LPLA Rankings

#513 Ranked by Market Cap
#2923 Ranked by Stock Gains
#2012 Ranked by Dividends

LPLA Stock Data

19.51B
73.83M
0.68%
96.18%
1.69%
Investment Advice
Finance and Insurance
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US
San Diego

About LPLA

lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi