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LPL Financial Holdings Inc.
Video analysis: LPLA
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News: LPLA
LPL Financial Group Managing Director Sells 308 Shares for $110,100
Jambusaria maintains 6,107 direct shares.
Amundi Grows Stock Holdings in LPL Financial Holdings Inc. $LPLA
Amundi boosted its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 30.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 164,400 shares of the financial services provider's stock after acquiring an additional 38,624 shares during the period. Amundi owned 0.21%
LPL Financial Welcomes Northstar Financial Advisors, LLC
SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC , has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.
LPL Welcomes ClearHaven Wealth Management to Linsco
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
Bamco Inc. NY Makes New Investment in LPL Financial Holdings Inc. $LPLA
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 114,224 shares of the financial services provider's stock, valued at approximately $32,175,000. Bamco Inc. NY owned
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
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LPL Financial Welcomes Preferred Financial Group
SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.
LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development.
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