LPL Financial Hlds

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.

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LPL Financial Hlds reports record earnings, eyes high net worth market

LPL Financial Hlds reported strong financial performance, with significant asset growth, record EPS, and robust same-store sales. The company's strategic focus on empowering advisers and enhancing client experience through various plays is driving growth and differentiation.
While challenges exist in executing strategic plays effectively, managing expense growth, and optimizing leverage ratios, LPL Financial Hlds has opportunities to further expand its service offerings, target high net worth clients, and grow its fixed rate portfolio.
By capitalizing on opportunities to enhance capabilities, target specific client segments, and invest in technology, LPL Financial Hlds can continue its growth trajectory and strengthen its position in the advisory market.
The company's commitment to financial stability, shareholder value, and strategic investments positions it well for future growth and market leadership, despite challenges in execution and market dynamics.
Overall, LPL Financial Hlds' focus on empowering advisers, enhancing client experience, and driving growth through strategic investments and service enhancements sets a positive trajectory for continued success and market expansion.

LPL Financial Hlds reports stellar Q1 results, eyes growth opportunities

LPL Financial Hlds (LPLA) delivered strong financial performance in Q1 2023, driven by robust asset growth, high retention rates, and doubled adjusted EPS.
The company's strategic focus on empowering advisers, expanding market presence, and optimizing revenue streams positions it for continued success and growth.
While facing challenges in liquidity management and client transitions, LPLA has opportunities to capitalize on market trends, drive growth, and enhance profitability.

LPL Financial reports robust Q2 performance and strategic growth plans

LPL Financial's Q2 performance reflects strong growth in assets, net new assets, and adjusted EPS, supported by a record retention rate and strategic initiatives.
Despite challenges like decreased gross profit and client cash revenue, the company's focus on innovation, acquisitions, and shareholder value creation remains strong.
Opportunities lie in leveraging M&A, expanding services, and delivering value proposition to drive future growth and market leadership.
With a solid financial position, growth strategies, and commitment to serving advisers, LPL Financial is poised for continued success and value creation in the financial services industry.

LPL Financial reports record Q3 recruitment success and strategic growth

LPL Financial's Q3 performance showcased strong asset growth, recruitment success, and increased EPS. The company faces challenges in managing promotional expenses and market transitions but is well-positioned to capitalize on opportunities for growth and innovation.
With a strategic focus on horizontal expansion and vertical integration, LPL Financial aims to sustain its strong asset retention and recruitment momentum. The partnership with Prudential and readiness to comply with regulatory changes position the company for future success.

LPL Financial Hlds reports robust Q4 earnings, eyes M&A growth

LPL Financial Hlds delivered strong financial performance in Q4, with notable increases in assets and EPS. The company's strategic initiatives to enhance digital capabilities and simplify adviser onboarding are driving growth. While facing challenges in G&A expenses and industry complexities, LPL Financial Hlds is well-positioned to capitalize on M&A opportunities and industry trends.

LPL Financial reports strong Q1 performance and eyes growth opportunities

LPL Financial's Q1 2024 earnings call highlighted robust financial results, strategic acquisitions, and a focus on delivering shareholder value. Despite facing challenges in basis points improvement and increased expenses, the company remains optimistic about organic growth opportunities and regulatory alignment.

LPL Financial reports robust Q2 growth and strategic expansion

LPL Financial's Q2 performance reflects strong growth, strategic initiatives, and financial resilience, positioning the company for continued success.
While facing challenges in promotional expenses and strategic realignment, the company's focus on adviser recruitment, client care, and value delivery remains key strengths.
Opportunities lie in continued momentum in recruiting, annuity demand, and value creation for advisers and clients, driving long-term shareholder value and market differentiation.

LPL Financial reports record assets and strategic acquisitions in Q3

LPL Financial Holdings Inc. delivered a strong performance in Q3 2024, marked by record assets, robust growth, and strategic acquisitions. While facing challenges in managing institutional segment growth, the company is well-positioned to capitalize on opportunities through expansion of offerings and focus on client-centric operations.

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LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

The Investment Center, Inc., supports approximately 240 advisors serving approximately $9 billion of brokerage and advisory assets The Investment Center, Inc., supports approximately 240 advisors serving approximately $9 billion of brokerage and advisory assets

LPL Financial to Acquire The Investment Center, Inc.

NEW YORK, NY / ACCESSWIRE / August 29, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

Investors who Lost Money on LPL Financial Holdings Inc. Should Contact Levi & Korsinsky About an Ongoing Investigation - LPLA

NEW YORK, NY / ACCESSWIRE / August 27, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

Lost Money on LPL Financial Holdings Inc.(LPLA)? Contact Levi & Korsinsky Regarding an Ongoing Investigation

SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets* and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services.

LPL Financial welcomes advisor Kelly Compton

NEW YORK, NY / ACCESSWIRE / August 26, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

Levi & Korsinsky Investigates Possible Securities Fraud Violations by LPL Financial Holdings Inc. (LPLA)

LPL Financial (LPLA) records 2.1% growth in total brokerage and advisory assets in July 2024 on the back of upbeat market performance.

LPL Financial (LPLA) July Metrics Up 2.1% on Favorable Markets

NEW YORK, NY / ACCESSWIRE / August 23, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

LPLA ALERT - Levi & Korsinsky Has Commenced an Investigation on Behalf of LPL Financial Holdings Inc. Shareholders Who Lost Money

SAN DIEGO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for July 2024.

LPL Financial Reports Monthly Activity for July 2024

NEW YORK, NY / ACCESSWIRE / August 22, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

Levi & Korsinsky Reminds Shareholders of an Investigation into LPL Financial Holdings Inc. (LPLA) Regarding Potential Securities Fraud Allegations

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial's broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic.

LPL Financial Welcomes Academy Financial and PFG Advisors

NEW YORK, NY / ACCESSWIRE / August 20, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of LPL Financial Holdings Inc. ("LPL Financial") (NASDAQ:LPLA) concerning possible violations of federal securities laws. On July 5, 2024, a federal judge granted Ameriprise Financial, Inc.'s ("Ameriprise's") request for a temporary restraining order against LPL after two former Ameriprise brokers joined LPL and allegedly used confidential client information to improperly solicit their former clients to switch firms.

LPL Financial Holdings Inc. Investigated by Shareholder Rights Advocates - Investors Should Contact Levi & Korsinsky Regarding Potential Securities Law Violations - LPLA

LOS ANGELES, CA / ACCESSWIRE / August 19, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Is Looking Into Possible Securities Violations By LPL Financial Holdings Inc And Wants Investors To Help

SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial's supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet).

4Point Wealth Management Joins LPL Strategic Wealth Services

LOS ANGELES, CA / ACCESSWIRE / August 18, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Is Investigating LPL Financial Holdings Inc And Seeks Shareholder Involvement

LOS ANGELES, CA / ACCESSWIRE / August 17, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Is Looking Into LPL Financial Holdings Inc And Wants Shareholder Participation

LOS ANGELES, CA / ACCESSWIRE / August 16, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm Investigates LPL Financial Holdings Inc And Seeks Investor Participation

LOS ANGELES, CA / ACCESSWIRE / August 15, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm's LPL Financial Holdings Inc Securities Fraud Investigation Invites Investor Participation

NEW YORK, NY / ACCESSWIRE / August 15, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA). Investors who purchased LPL securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LPLA.

LPL Financial Holdings Inc. (LPLA) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings

SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and join LPL from Lincoln, now part of Osaic.

LPL Financial Welcomes Wealthstead Financial Advisors

LOS ANGELES, CA / ACCESSWIRE / August 14, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

The Schall Law Firm's LPL Financial Holdings Inc Securities Fraud Investigation Seeks Investor Participation

LOS ANGELES, CA / ACCESSWIRE / August 13, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LPL Financial Holdings Inc Securities Fraud Investigation By The Schall Law Firm Invites Investor Involvement

SAN DIEGO, Aug. 13, 2024 (GLOBE NEWSWIRE) -- At its annual Focus conference, LPL Financial LLC shared its priorities for helping financial advisors and financial institutions advance their businesses by providing personalized support that enables custom client experiences, building flexible operating environments by leveraging innovative technology, and supporting advisors' growth and legacy planning. “Being the best firm in our industry at helping clients define and maximize their success throughout their business lifecycle.

LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business

LOS ANGELES, CA / ACCESSWIRE / August 12, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of LPL Financial Holdings Inc. ("LPL" or "the Company") (NASDAQ:LPLA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Investors May Join The Schall Law Firm's Securities Fraud Investigation Into LPL Financial Holdings Inc

SAN DIEGO, Aug. 12, 2024 (GLOBE NEWSWIRE) -- The first full day of LPL Financial LLC's annual flagship conference, Focus 2024, is under way at the San Diego Convention Center today. Renowned throughout the wealth management industry, LPL's Focus conference convenes one of the largest gatherings of financial advisors and industry professionals and curates content and experiences from LPL's broad portfolio of offerings as well as from leading partners in financial technology, services and products.

Wealthtech and AI High Among Advisor Priorities at LPL Financial's Focus 2024

Almost 9,000 attendees convene in San Diego for LPL's flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses Almost 9,000 attendees convene in San Diego for LPL's flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses

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