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May 01, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Journey Financial

SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial’s broker-dealer, RIA...
April 30, 2024 16:05 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Announces First Quarter 2024 Results

Key Financial Results Net Income was $289 million, translating to diluted earnings per share ("EPS") of $3.83, down 10% from a year agoAdjusted EPS* decreased 6% year-over-year to $4.21 Gross...
April 29, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Strategic Wealth Partners

SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
April 25, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Hickory Ridge Wealth Partners

SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial...
April 23, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s...
April 22, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

Heritage Private Wealth launches with support from LPL Strategic Wealth Services

SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through...
April 18, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Spotlight Financial

SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer,...
April 17, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Legacy Retirement Planning

SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and...
April 15, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Advisor Philip Nation

SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial...
April 11, 2024 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Strategic Insights Financial Planning Group

SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial...