LPL Financial Holdings Inc (LPLA)

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About LPL Financial Holdings Inc

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Address: 4707 Executive Drive, San Diego, CA, United States, 92121

LPL Financial Holdings Inc News and around…

Latest news about LPL Financial Holdings Inc (LPLA) common stock and company :

Winchell Financial Group Launches With LPL Strategic Wealth Services
25 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 25, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor David Winchell has joined LPL Financial to launch his new practice, Winchell Financial Group. He is joining through affiliation with LPL’s Strategic Wealth Services (SWS) model. Winchell reported having served approximately $265 million in advisory, brokerage and retirement plan assets*. He joins LPL from UBS Financial Services. Based in Las Vegas, Winchell has more than 25

YieldBoost LPLA To 12.6% Using Options
22 Oct, 2021 FinancialContent

Shareholders of Lpl Financial Holdings Inc (LPLA) looking to boost their income beyond the stock's 0.6% annualized dividend yield can sell the April 2022 covered call at the $185 strike and collect the premium based on the $10.00 bid, which annualizes to an additional 12% rate of return against the current stock price (at Stock Options Channel we call this the YieldBoost), for a total of 12.6% annualized rate in the scenario where the stock is not called away. Any upside above $185 would be lost if the stock rises there and is called away, but LPLA shares would have to advance 6.2% from current levels for that to occur, meaning that in the scenario where the stock is called, the shareholder has earned a 11.9% return from this trading level, in addition to any dividends collected before the stock was called.

Interactive Brokers (IBKR) Q3 Earnings Beat, Revenues Fall Y/Y
20 Oct, 2021 Yahoo! Finance

Interactive Brokers (IBKR) records a decline in revenues and higher expenses in the third quarter of 2021.

LPL Financial Welcomes Riolo Financial Group
20 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 20, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA} announced today that Riolo Financial Group has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $250 million in advisory and brokerage assets*. They join LPL from Ameriprise Financial. Based in New City, N.Y., the planning-based practice was founded in 2014 when industry veteran Dominick Riolo CFP®, teamed up

LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors
18 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 18, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Peter Shunyia, CFP® has joined LPL Financial to launch his independent financial practice, Shunyia & Co. Private Wealth Advisors. He reported having served approximately $150 million in advisory and retirement plan assets*. He joins LPL from Merrill Lynch. Shunyia, a lifelong Michigan resident, operates his practice in Troy, Mich., with the support of three office staff memb

Schwab (SCHW) Q3 Earnings & Revenues Beat Estimates, Costs Up
15 Oct, 2021 Yahoo! Finance

Rise in client asset balance and TD Ameritrade acquisition deal support Schwab's (SCHW) Q3 results.

LPL Financial Launches SMS Plus Powered by Lincoln Financial Group
14 Oct, 2021 Yahoo! Finance

Solution makes it easier for small businesses to offer employer-sponsored retirement plansCHARLOTTE, N.C., Oct. 14, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that LPL advisors now have access to the newly launched Strategic Market Solution (SMS) Plus, a multiple employer aggregate program powered by Lincoln Financial Group’s recordkeeping platform. This expansion of LPL’s existing SMS program leverages strategic industry leaders to offer a suite of retirement plan

LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’
13 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 13, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that seven of its affiliated financial advisors have been recognized as a Top Wealth Advisor Mom on a list recently published by Working Mother magazine and SHOOK Research. Advisors highlighted on this annual list are among 500 of the most successful mothers working in wealth management. They each take care of children 21 years or younger still living in their home, all the while helping families and businesses

LPL Financial Welcomes Guy Rodgers Private Wealth Strategies
13 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 13, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Guy Rodgers has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served approximately $175 million in advisory and brokerage assets*. He joins LPL from Wells Fargo Financial Advisors Network. After starting his career as a family lawyer, Rodgers recognized the need for more ethical financial advisors to help peo

Add Up The Pieces: OMFL Could Be Worth $54
13 Oct, 2021 FinancialContent

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Invesco Russell 1000—Dynamic Multifactor ETF (OMFL), we found that the implied analyst target price for the ETF based upon its underlying holdings is $53.90 per unit.

Why U.S. midcap stocks may shine in the year ahead, according to Citi
11 Oct, 2021 FinancialContent

Midcap stocks in the U.S. may be a good hunting ground for returns, as they appear ready to recapture a performance edge that faded in the wake of the global financial crisis of 2008, according to Citigroup analysts.

LPL Financial, Gladstone Welcome Financial Advisor Douglas Chin
11 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C. , Oct. 11, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Douglas Chin has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Partners, a large enterprise on LPL’s hybrid RIA platform. He reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and joins from Morgan Stanley. Based in Red Bank, N.J.,

Top Stocks to Invest in According to John Smith Clark’s Southpoint Capital Advisors
11 Oct, 2021 Yahoo! Finance

In this article, we discuss the top stocks to invest in according to John Smith Clark’s Southpoint Capital Advisors. If you want to skip our detailed analysis of these stocks, go directly to the Top 5 Stocks to Invest in According to John Smith Clark’s Southpoint Capital Advisors. New York-based Southpoint Capital Advisors was founded […]

Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
07 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 07, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC congratulates the seven LPL-affiliated financial advisors named to the 2021 Forbes Top Next-Gen Wealth Advisors list. Patrick Deeg, Marks Group Wealth Management, Minnetonka, Minn.Alex Lewis, Blackbridge Financial, Irmo, S.C.Craig Macomber, Stratos Wealth Partners, Irvine, Calif.Jason Priebe, Priebe Wealth, Maple Grove, Minn.Matthew Riesenweber, Cornerstone Wealth Strategies, Kennewick, Wash.Eugene Songy, South Louisiana Financ

Alia Wealth Partners Joins LPL Strategic Wealth Services
06 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 06, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that Lindsey D. Rhea CFP® of Alia Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Services (SWS) model. She reported having served approximately $260 million in advisory, brokerage and retirement plan assets*. She joins LPL from Wells Fargo Advisors Financial Network. Based in Ge

5 Financial Stocks Poised To Lead In Next Market Uptrend
05 Oct, 2021 FinancialContent

As Treasury yields trend higher, banks and other financial stocks are getting a tailwind.

Hedge Funds Are Extremely Bullish On LPL Financial Holdings Inc (LPLA)
04 Oct, 2021 Yahoo! Finance

The financial regulations require hedge funds and wealthy investors that exceeded the $100 million holdings threshold to file a report that shows their positions at the end of every quarter. Even though it isn’t the intention, these filings to a certain extent level the playing field for ordinary investors. The latest round of 13F filings […]

LPL Financial Welcomes Advisor Sean Khaligh
04 Oct, 2021 Yahoo! Finance

CHARLOTTE, N.C., Oct. 04, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Sean Khaligh CFP® has joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms. He is aligned with The Financial Services Network, an existing LPL large enterprise. Khaligh reported having served approximately $170 million in advisory and brokerage assets*. He joins from Wells Fargo Advisors. Khaligh, a Dreamer who was born in I

LPL Financial Announces Third Quarter 2021 Earnings Release Date and Conference Call
30 Sep, 2021 FinancialContent
LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management
29 Sep, 2021 FinancialContent
Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021
28 Sep, 2021 FinancialContent
LPL Recruits 15th Team for Breakaway SWS Unit
27 Sep, 2021 Yahoo! Finance

LPL Financial recruited its 15th team for its unit catering to wirehouse breakaways, but this time the new hires are not from a wirehouse. The team, which managed approximately $675 million in advisory, brokerage and retirement plan assets, joined LPL from MassMutual, a rival independent broker-dealer. The advisors chose to join LPL’s Strategic Wealth Services division because of the additional support their practice would receive, they said in a statement.

Polaris Advisors Joins LPL Strategic Wealth Services
27 Sep, 2021 FinancialContent
Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021
23 Sep, 2021 FinancialContent
LPL Financial, Gladstone Welcome Wealth Advisory Services
22 Sep, 2021 FinancialContent
LPL Financial Reports Monthly Activity for August 2021
21 Sep, 2021 FinancialContent
All-Woman Team, NorthShore Financial Strategies, Joins LPL Strategic Wealth Services
20 Sep, 2021 FinancialContent
LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management
16 Sep, 2021 FinancialContent
LPL Financial Foundation Forms Two New Partnerships to Encourage Equity in Our Industry and Communities
15 Sep, 2021 FinancialContent
LPL Financial Hires Cara Dailey as New Chief Data Officer
13 Sep, 2021 FinancialContent

LPL Financial Holdings Inc (LPLA) is a NASDAQ Common Stock listed in , ,

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