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LPLA

LPL Financial Holdings Inc.

NASDAQ · USFinancial ServicesFinancial - Capital Markets
$327.96+0.94%

Price as of Jul 20, 2026

LPLA news

LPL Financial Holdings Inc. news

A server-rendered, paginated timeline of the latest available company news.

  1. LPL Financial Welcomes Advisor Alan Feutz

    SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=9hu10wqWrqqiGh834CQURa93WFYf5YQb87CayltbrOmOAxHTVUujV1RhN6eovqUT9BxXd0uCvdLOvNiwnTzAqA==) announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth (https://www.globenewswire.com/Tracker?data=rFjl04Sa0KIAkv3k83651y5wuEVAMqRZB3Yk8-UfPpEP_jkQ1u5rfOIdBsDyWqqiOnCpi63Hyhbmir-7UFf2UBH4fvfcTIA_wCfzewvF4ow=), an LPL-aligned wealth management firm, through LPL Financial's br

    Globe Newswire ·

  2. LPL Financial Welcomes Buell Wealth Management

    SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=XT-Bu3HAtVzN0NvjX-NoUP24IDTb7vMI5QZIjhbPBMwTqy0MY13ydoQpojxUejK2tFEwhLBd2taBA3kI92sTIw==) announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corp

    Globe Newswire ·

  3. LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners

    SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=rkIbbUBFvevKbcDPJVFOX4-bYpJ3s_UMp0uha1qBagEG-NlirKvvsqH-yN8a4Ytm0-HXPtuFZfblFwyfr6hRZg==) announced today that the advisors of HighWater Wealth (https://www.globenewswire.com/Tracker?data=wsYx7kSbGDJLYIePC6_W2vO37ZJXxsZOOWc2bx9NIhmXDafZXHil7pbZcBZLOWL1ieDImnklxMAycGqrtvwK2Ag8Rk552SWBmCC9FW0o_sY=) have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, ali

    Globe Newswire ·

  4. LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

    SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (https://www.globenewswire.com/Tracker?data=Xv2LijDMFqioar4I0x0CBLLYi6RLjqinkncYfoLZY8JiAZ7tuQXAuLpYK5PLZo-rfAL7CDwgacHu_G-t48rqaPvdutqOlHLQaOcZNXgpKvM=) (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in the JD Power 2026 U.S. Financial Advisor Satisfaction Study in the category of “Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth Financial Network, acquired by LP

    Globe Newswire ·

  5. Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

    SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=m-VpJE8eiBGd5UMKlnpvBv8_wynkxTaL-6Kdd9b9nuY5Lg0p4wvYNM4AbmDP0iRQvfcblQsNYsd4eVaV6qGkkQ==) announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network (https://www.globenewswire.com/Tracker?data=Tu6CfVTdO6G2752RLp0qAh_qFnOQxIBqJ1ryIWWwzHTKi1pFyo3A5QSHlTUpQhH5NOtXgkgzBtcu7S-DUJRiTWeRzO

    Globe Newswire ·

  6. LPL Financial Welcomes Advisor David Logsdon

    SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=D2CG6UI5jta3cpdczyd99qRWMpkF_S8rc6ZPHGdxEHKUBeKfzocK01pkFPY78FcMD72YbpIoD8Z9JqjnTXJlKA==) announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in the Sun Valley, Idaho a

    Globe Newswire ·

  7. Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

    SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=ohQklyDWnwi2UTU90mdVDaDA3MuHFP5t5yLlSsduVC0M4b3DS74WR62tI5iehrqFQPQzSjZ34Wm11l13MxOQTg==) announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors (https://www.globenewswire.com/Tracker?data=L5wZg64FvVOs8tbkONFJZMMAk5DsLZIce9_iZAKINpkxLfiSfesNi5mE6DHS34NuoFKzmUoUORyrJx7H-8IO78QoTaG9YlNJcVNZV-

    Globe Newswire ·

  8. LPL Welcomes McCormick Private Wealth to Linsco

    SAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=U4pggp8ZtzbVUq0ZVXBtUbUG6sDRo1nFggzXJY3as5XTmrrez2rgaHUrqi5XMpKjrw6T7bCznQuV5f2kZ8Ey5w==) announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial (https://www.globenewswire.com/Tracker?data=Oop-iLyKdpwVruVNZw2miX3wtksGILLCT8okxDX-LqF60dTK3w8M2pk8fmelO-zcaR8HjhqGGyDVGuDtegs-y4EPXBEUH7NFe0q0XDGRA432DHt_pqx-eibsZt1mfcFu-1ZJzRVZm6RfoluATkwr_p0JhN7H

    Globe Newswire ·

  9. LPL Welcomes NorthStar Wealth Advisory

    SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=MdgUn6MfSPi9SzUs2Y_tvvjEB-0qXycs3G0onDTgJuUR3dx7xdOxYAM66_UZUInEXIeyJqLR5B6y6ZnTZquoZQ==) announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors (https://www.globenewswire.com/Tracker?data=gmRY1N37q9DR7I4Fb3zqh7CaivAuSic90rhbEQWeYd_h3ILn-Dsjf1CsPnxTMRZ3cii1CY_QrUS9j8mbWW-TCJE5EZq7eLRknwO-J-fQGyZDWzHxtxrwBu3nlE35bu8L), with supp

    Globe Newswire ·

  10. LPL Financial Welcomes Tribute Financial

    SAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=_0qixZRggsew-gupF0jzj31DszHyn0zqIITgGgP1hzrrFUEnjL7IF5oMsYsAddBfnVhpku_Mx-DYj87hATVP-Q==) announced today that the financial advisors of Tribute Financial (https://www.globenewswire.com/Tracker?data=o-5xzQvZB4e-iqkX05LandFwnCtcmi-pXKfsDhpCR2difLK0zRR6fi72u7lwMk4kpTaMka4X-ElIlNS02La27Ni1ar9V1UMn0Nt2Ymk4WUQ=) have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) pl

    Globe Newswire ·

  11. LPL Financial Reports Monthly Activity for May 2026

    SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA (https://www.globenewswire.com/Tracker?data=OVslQi9LKJFpWU7_st-wANjCJy9XqyEuHbztNR899hohO6DJLNowVef6XBBiRpPqukYuPR5gZxHvogeTsrrdsPWpca5XP5XYJ2qo5Aaizp72aL9EkLfICxJD9RvEg_k0)) (the “Company”) today released its monthly activity report for May 2026. Total client assets at the end of May were $2.55 trillion, an increase of $76.9 billion, or 3.1%, compared to the end of April. Advisory assets as a percentage of t

    Globe Newswire ·

  12. LPL Financial Welcomes Fortress Financial Planning

    SAN DIEGO, June 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=3slIx3upvFdoSauhO-j6EJZDslyuU17YgrBRnOT7w_PMYcMsHSKUON9voeI7WGeu0RZqPSE0O2LrTPBCcLSDEQ==) announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC® and James Darden, JD, reported serving approximately $150 million in advisory, brokerage and retirement plan

    Globe Newswire ·

  13. LPL Financial Welcomes Advisor Les Smith

    SAN DIEGO, June 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=6C4shSJgp5jkP-Gem2SZWW8D9ULbohcyD4ukSmxWFHoS262HuyfGNYinZ1gbMB7vHfOjeZN3o2R5BrU_MHR06g==) announced today that Les Smith, CFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Spring Hill, Tenn., Smith is t

    Globe Newswire ·

  14. LPL Welcomes Allegia Wealth Management

    SAN DIEGO, June 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=w37XMIPmiwvrfQypBcTdNfi7Uf_6oAiXcxst1My0-KhN2h4kh0BNmkbx333j88EdMiaErA_awlmiDusYVLx4XQ==) announced today that Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, launching Allegia Wealth Management (https://www.globenewswire.com/Tracker?data=5QP6P9TFIl6YMx4Q3NPtjJV7OUIQwbHCgbThfcYJlL-2QqX0yDY8QLeoSQ9ZHlbnmf

    Globe Newswire ·

  15. LPL Financial Welcomes Align Private Wealth

    SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=EFbcWXQ-VcSHv9nTnEe1aTaqQ-dQBbeUmJBVPiFNeRJCSoNv4ZjMCKbYjJqsLjyGfQPABTpyAr7QLWJO7WiVjQ==) announced today that financial advisors Scott Gilliam, CFP(®) and Travis Blessing, AIF(®), have launched a new independent practice, Align Private Wealth (https://www.globenewswire.com/Tracker?data=iLLnG_HS-T0wlM0ReJ0QxceWRn-nZPUsnfraoyyvXJYPdX3ngMwXbMH7eTx4qzp6XHgps2D1dXElj7WNnG0L551ihQR1cgJSxKrs0ihka

    Globe Newswire ·

  16. LPL Welcomes Schott Financial Management

    SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=cPycKqK5rBMgWajOO_LPdr6gt7ZjJ9N5yt6HovbedxCbg7MMRSVUqiCopnBr1VBD7KYUvM-XITuHKOzbiKYp-w==) announced today that financial advisor Steve Schott, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment. Based in Pr

    Globe Newswire ·

  17. LPL Financial to Present at the William Blair Growth Stock Conference

    SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial (https://www.globenewswire.com/Tracker?data=fxH0k7cvti9LfJytVN2Ejynh86UYIv13EWwj-6GjqjoYD_y2lEhTfCuiq29QEqnn4V1ugD9tvRJhHObBhbPcow==) LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3. The presentation takes place at 9:40 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com (https://www.globenewswire.com/Tracker?data=R

    Globe Newswire ·

  18. LPL Financial Welcomes Soundview Wealth Management, LLC

    SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=R8FA8fMRT5pqPsvMLKG0RL2i9_XSMd1iiJz_xUMhr_oDvJkvEIPGoeO6xJPSUvISNCNN6HeTGTrIPurQSvl9Tg==) announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC (https://www.globenewswire.com/Tracker?data=x7ZPAYd_nEdXquDHIhPvihKfijfpb7a7Jh3qSFPj0Ztlad1vK2fSsbsvKBdwS1jVgv-hlX7CZsdUMAisvmMwOnV1NyBz6WM93b9hVqGfOOUkZk78bzTEuyAYxy0iAu

    Globe Newswire ·

  19. LPL Financial Reports Monthly Activity for April 2026

    SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA (https://www.globenewswire.com/Tracker?data=9kyEN2Ikd5sY5hhXjd_eUlMqMC1OaT4zalIMRI9xyOstMHD_yoKikmgi1Bzj7jHHbOLVNkizCAXs3pWuWFIbP7MzFg9il8bpMF0x37u3jDzMHR8YdH290Vx0OhenGWRU)) (the “Company”) today released its monthly activity report for April 2026. Total client assets at the end of April were $2.48 trillion, an increase of $141.4 billion, or 6.1%, compared to the end of March. Advisory assets as a percentage

    Globe Newswire ·

  20. LPL Financial Welcomes True Compass Advisors

    SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (https://www.globenewswire.com/Tracker?data=tSKIqWY0bqjMDmtEUjJAI7jFmSKgu1rnqHKTyyrDR1mWUH2n_lcLUZlVnpb28JbLPLw4ku7uB6zXnDknIiKMgw==) announced today that the financial advisors of True Compass Advisors (https://www.globenewswire.com/Tracker?data=LUAsmRFaa2iggbgrslggDQE30gKHVBz3Xk_0y0BzSHEQj1KAbaoqn4KedK3JRNvAWJlS3ifL03SRqFhAmT_VG6KZqtFIkuNueHLMoQtHbA6BdAvl8xnnkRCrqP1tXDGh) have joined LPL Financial’s broker-dealer and Registered Inve

    Globe Newswire ·