LPL Financial Holdings Inc.

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50212V100
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B75JX34
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0001397911

www.lpl.com
LEI: 549300XROQ4Y8G2L7682
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LPLA

LPL Financial Holdings Inc.
GICS: - · Sector: Financial Services · Sub-Sector: Capital Markets
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PROFILER
NAME
LPL Financial Holdings Inc.
ISIN
US50212V1008
TICKER
LPLA
MIC
XNAS
REUTERS
LPLA.OQ
BLOOMBERG
LPLA US
F&G: 36
5.557,83 S&P · 23,38 Vola-Index · 95.365,21 BTC · 1,13825 EURUSD
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GlobeNewswire is an important news source that provides investors with company-related information. In particular, it deals with events that may be relevant to the listing of companies or tradable financial instruments. You can access the complete overview of all reports via this link.

Tue, 15.04.2025

LPL announces that Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been promoted into new Managing Director roles.
Tue, 01.04.2025

SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pricing of an underwritten public offering of 4,687,500 shares of its common stock at a price to the public of $320.00 per share. LPL also granted the underwriters a 30-day option to purchase up to an additional 703,125 shares of its common stock at the public offering price, less underwriting discounts and commissions. The offering is expected to close on April 2, 2025, subject to satisfaction of customary closing conditions.

Mon, 31.03.2025

SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network (“Commonwealth”), the largest independently owned wealth management firm in the country.

Thu, 20.03.2025

SAN DIEGO, March 20, 2025 (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 February 2025.

Wed, 12.03.2025

SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.

Tue, 11.03.2025

SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J.

Wed, 05.03.2025

SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.

Thu, 20.02.2025

SAN DIEGO, Feb. 20, 2025 (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 January 2025.

Mon, 03.02.2025

SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

Thu, 30.01.2025

Fourth Quarter 2024

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