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October 24, 2023 08:00 ET | Source: LPL Financial Holdings, Inc.

LPL’s Newest Tax Planning Offering Helps Advisors Meet Growing Investor Demand for Holistic Advice

CHARLOTTE, N.C., Oct. 24, 2023 (GLOBE NEWSWIRE) -- LPL’s newest Tax Planning Service helps advisors proactively address a question on every client’s mind – am I paying more than I have to in taxes? ...
October 23, 2023 08:59 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Financial Advisor Daria Schumacher

CHARLOTTE, N.C., Oct. 23, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Daria Schumacher CFP®, CLU®, RICP®, ChFC®, NSSA® has joined LPL Financial’s...
October 19, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes the Return of Advisors Amy LeGate and Larry Silverman

CHARLOTTE, N.C., Oct. 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amy LeGate CFP® and Larry Silverman CFP® have rejoined LPL Financial’s broker-dealer, RIA...
October 17, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

Steeplechase Capital Partners launches with LPL Financial Strategic Wealth Services

CHARLOTTE, N.C., Oct. 17, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Trevor Johnson and Brian Russo have joined LPL Financial to launch a new...
October 16, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes Infinity Wealth Group

CHARLOTTE, N.C., Oct. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that five financial advisors with Infinity Wealth Group have joined LPL Financial’s broker-dealer, RIA and...
October 12, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Welcomes OUCU Investment Services to the LPL Institution Services Platform

CHARLOTTE, N.C., Oct. 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that OUCU Financial’s investment program, OUCU Investment Services, has joined LPL’s Institution Services...
October 11, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

Financial Advisors Jared West and Sandy Brown are 50th Team to Join Linsco by LPL Financial

CHARLOTTE, N.C., Oct. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared West CFP®, CPM® and Sandy Brown have joined LPL’s employee advisor channel, Linsco...
October 11, 2023 08:30 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Advisors Named to Barron’s 2023 List of Top 100 RIA Firms in America

CHARLOTTE, N.C., Oct. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC is pleased to congratulate nine registered investment advisor (RIA) firms run by LPL clients for being recognized...
October 10, 2023 09:00 ET | Source: LPL Financial Holdings, Inc.

Sides Wealth Advisory Group Launches With LPL Financial Strategic Wealth Services

CHARLOTTE, N.C., Oct. 10, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brock Hively, CFP®, CPFA®, AIF®, Josh Smeltzer, PPC, AIF®, Aaron Gingrich, CPFA®, AIF®,...
October 05, 2023 16:05 ET | Source: LPL Financial Holdings, Inc.

LPL Financial Announces Third Quarter 2023 Earnings Release Date and Conference Call

SAN DIEGO, Oct. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter...