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.

SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors with Bury Financial Group have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having served approximately $655 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

LPL Financial welcomes Bury Financial Group

Solid advisor productivity and acquisitions aid LPLA amid persistently increasing expenses.

Buyouts, Solid Advisor Productivity Aid LPL Financial Amid Cost Woes

Wealth management leader LPL Financial opens new home office in Tempe, Arizona, to expand its talent base in the Southwest's financial industry corridor.

LPL Financial Expands to Tempe

SAN DIEGO, Sept. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Kultar S. “Sid” Bindra, CFP®, and Steven Alvarez have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Bindra Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial.

LPL Financial Welcomes The Bindra Group to Linsco Channel

NEW YORK, NY / ACCESSWIRE / September 13, 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 ACTIVE INVESTIGATION: Contact Levi & Korsinsky if you lost money on your LPL Financial Holdings Inc. investment

NEW YORK, NY / ACCESSWIRE / September 12, 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. INVESTIGATION: Levi & Korsinsky Investigates Potential Securities Fraud by LPL Financial (LPLA)

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Why LPL Financial Holdings Inc. (LPLA) is a Top Momentum Stock for the Long-Term

SAN DIEGO, Sept. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brett Howard, CTFA, AAMS™, APMA™, CRPC™, Marco Rivera, APMA™, Brooks Crissey, CFP®, APMA™, Henry “Hank” DesJardins and Ryan Mason have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $650 million in advisory, brokerage and retirement plan assets,* and join LPL from Ameriprise Financial.

LPL Financial Welcomes Apex Private Wealth Advisors

NEW YORK, NY / ACCESSWIRE / September 11, 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.

ATTENTION LPL Financial Holdings Inc. Investors: You May Have Been Affected by Fraud- Contact Levi & Korsinsky to Discuss Your Rights

SAN DIEGO, Sept. 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private Wealth based in Long Island, New York. The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

BrookBridge Private Wealth Joins LPL Private Wealth Management

NEW YORK, NY / ACCESSWIRE / September 10, 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.

Shareholder Rights Advocates at Levi & Korsinsky Investigate LPL Financial Holdings Inc. (LPLA) Regarding Possible Securities Fraud Violations

SAN DIEGO, Sept. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC , announced today that financial advisors with Northern Plains Financial have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.

LPL Financial Welcomes Northern Plains Financial

NEW YORK, NY / ACCESSWIRE / September 9, 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 LPL Financial Investors of the Ongoing Investigation into Potential Violations of Securities Laws - LPLA

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NEW YORK, NY / ACCESSWIRE / September 6, 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. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - LPLA

NEW YORK, NY / ACCESSWIRE / September 5, 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.

Did LPL Financial Holdings Inc. Mislead Investors? Shareholder Rights Advocates at Levi & Korsinsky Investigate- LPLA

LPLA announces a deal to acquire Bedminster, N.J.-based The Investment Center as part of its business expansion efforts.

LPL Financial on Buyout Spree, to Acquire Investment Center

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.

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