LPLA - LPL Financial Holdings Inc.
| Chiusura precedente | 200,68 |
| Aperto | 201,74 |
| Denaro | 203,31 x 800 |
| Lettera | 203,66 x 800 |
| Min-Max giorno | 200,37 - 204,63 |
| Intervallo di 52 settimane | 169,68 - 271,56 |
| Volume | |
| Media Volume | 1.056.319 |
| Capitalizzazione | 15,978B |
| Beta (5 anni mensile) | 0,90 |
| Rapporto PE (ttm) | 15,68 |
| EPS (ttm) | 13,01 |
| Prossima data utili | 31 lug 2023 - 04 ago 2023 |
| Rendimento e dividendo (forward) | 1,20 (0,59%) |
| Data ex dividendo | 17 mag 2023 |
| Stima target 1A | 240,00 |
GlobeNewswireLPL Financial Welcomes Integrity Wealth Advisor Group
CHARLOTTE, N.C., June 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Todd Rosel, AAMS, and Larry D. Smith have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $310 million in advisory, brokerage and retirement plan assets*, and join LPL from Edward Jones. With the move, the longtime friends will combine their individual practices to form a new independent firm, Integrity Wealth Advisor Group. Bas
- GlobeNewswire
LPL Financial Welcomes Hoff Bujnoch & Associates
CHARLOTTE, N.C., June 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Digger Bujnoch CFP®, and the team at Hoff Bujnoch & Associates has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Lincoln Financial Advisors. Based in Newport, Ky., Bujnoch began his professional career on the football field. After graduating from
- GlobeNewswire
Advisor Amy S. Lawrence Joins LPL Financial to Launch Independent Practice
CHARLOTTE, N.C., June 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Amy S. Lawrence has joined LPL Financials’ broker-dealer, RIA and custodial platforms. She reported having served approximately $475 million in advisory, retirement plan, banking and credit business* and joins LPL from Bank of America Private Bank. With the move, Lawrence launches Gorilla Investments Co., a Miami-based independent financial practice. She named the firm Gorilla Investments
- GlobeNewswire
LPL Financial Technology Invests in Advisor and Investor Experience With Addition of New Executives
Technology-savvy industry executives will help create a dynamic synergy within LPL to drive state-of-the-art tech innovationCHARLOTTE, N.C., June 01, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that its technology executive team has added Nitesh Ambastha as executive vice president and Group CIO of Technology Investor Experience and Kristie Edling-Day as executive vice president and Group CIO of Technology Advisor Experience. LPL continues to invest deeply in building best-in-clas
- GlobeNewswire
LPL Financial Welcomes Return of Individual Financial Services
CHARLOTTE, N.C., May 31, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Neil Pettes, CFP® and the team at Individual Financial Services have returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cambridge Investment Research, Inc. Located north of Pittsburgh in Wexford, Pa., Individual Financial Services launched in 1971
- GlobeNewswire
Father-Son Team Joins LPL Financial to Launch Wiser Advisor Group
CHARLOTTE, N.C., May 30, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Lytle, CFP®, and Zach Lytle, CEPA®, have launched an independent practice, Wiser Advisor Group, LLC (“Wiser Advisor”), and joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and join from RBC Wealth Management. Based in Phoenix, Wiser Advisor was co-founde
- GlobeNewswire
LPL Financial Welcomes New Chief Analytics and Data Officer to Amplify Artificial Intelligence Initiatives
CHARLOTTE, N.C, May 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial announced the appointment of Vivek Pappu to the Investor and Investment Solutions team as executive vice president and chief analytics and data officer. This position reflects LPL’s goal of continuous evolution in the delivery of world-class products and solutions for advisors. He reports to LPL’s Managing Director and Chief Product Officer, Kabir Sethi. “Advisors and institutions rely on LPL to guide them in their financial advisory
- GlobeNewswire
Advisor Jonathan Kesselman Joins LPL Financial to Launch Independent Practice
CHARLOTTE, N.C., May 24, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jonathan Kesselman CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $220 million in advisory, brokerage and retirement plan assets*, and joins LPL from UBS. With the move, the Westlake, Ohio-based advisor is pleased to launch his new independent practice, Kesselman Wealth Management. He is joined by his wife, Rosie, who is
- GlobeNewswire
Bridgewright Wealth Partners Launches With Support From LPL Strategic Wealth Services
CHARLOTTE, N.C., May 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bruce Pienton and Scott O’Mara CFP®, CRPS, AAMS, have launched a new independent practice, Bridgewright Wealth Partners, through affiliation with LPL Strategic Wealth Services, the firm’s modern breakaway solution for advisors seeking to gain more control over their business. The advisors reported having served approximately $240 million in advisory and brokerage assets*, and they join LPL
- GlobeNewswire
LPL Financial Launches Outside Counsel DEI Awards Program to Advance Diversity Within Financial Services
LPL now recognizes one firm and one champion each year that exemplify a commitment to diversity within the legal professionCHARLOTTE, N.C., May 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC launched its Diversity, Equity and Inclusion (DEI) Awards program as part of its partnership with the American Bar Association and the Commission on Racial and Ethnic Diversity in the Profession, to promote diversity in the legal profession and expand opportunities for diverse professionals at all levels. Th
- GlobeNewswire
LPL Financial, Bleakley Financial Group Welcome Amwell Ridge Wealth Management
CHARLOTTE, N.C., May 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Amwell Ridge Wealth Management, led by Managing Partner David Johnston, CFP®, has joined LPL Financial’s broker-dealer, corporate (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing firm serving LPL-affiliated advisors. Johnston reported having served approximately $180 million in advisory, brokerage and retirement plan assets*. He joins from Cetera Financial Group. Located in
- GlobeNewswire
LPL Financial Reports Monthly Activity for April 2023
SAN DIEGO, May 17, 2023 (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 April 2023. Total advisory and brokerage assets at the end of April were $1.19 trillion, an increase of $12.5 billion, or 1.1%, compared to the end of March 2023. Total net new assets for April were $4.4 billion, translating to an 4.5% annualized growth rate. Total net new advisory
- GlobeNewswire
LPL Financial Welcomes Hedberg Wealth Managment
CHARLOTTE, N.C., May 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Hedberg and the team at Hedberg Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from SagePoint, part of the Advisor Group network of broker-dealers. With registered offices in Fort Myers, Fla., and Newington, Conn., Jeff Hedberg
- GlobeNewswire
LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform
CHARLOTTE, N.C., May 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Indya Kellman, Tim Mol, CFP®, and Pier Mutovic have joined LPL’s Institution Services platform, aligning with Affinity Federal Credit Union’s wealth management program. The advisors reported having served approximately $365 million in brokerage, advisory and retirement plan assets*. They join from Raymond James. The three principal advisors are joined by financial advisors Kim Trimmer and
- GlobeNewswire
LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
CHARLOTTE, N.C., May 10, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Michelle Brennan Hall of Brennan Wealth Advisors, LLC has joined LPL Financial’s broker-dealer, RIA and custodial platforms. She reported having served approximately $220 million in advisory, brokerage and retirement plan assets*, and joins LPL from FSC Securities Corporation, part of the Advisor Group network. Based in Frisco, Texas, which is surrounded by headquarters of many publicly tra
- GlobeNewswire
LPL Financial Welcomes New Father-Son Linsco Team
CHARLOTTE, N.C., May 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey Katz CIMA, and Justin Katz have joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch their practice, Katz Wealth Advisors of LPL Financial. They reported having served approximately $210 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. With more than 40 years of financial services experience, Jeffrey
- GlobeNewswire
LPL Financial Welcomes Landmark Capital
CHARLOTTE, N.C., May 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® of Landmark Capital, Inc. have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, now part of the Advisor Group network of broker-dealers. The team will shut down its own RIA to join
- GlobeNewswire
LPL Financial Welcomes Financial Advisor Nate Carlon
CHARLOTTE, N.C., May 03, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nate Carlon of Carlon Wealth Advisors has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and joins LPL from Stifel Financial. Based in Scottsdale, Ariz., Carlon is well-versed in many aspects of the financial landscape, having started his career in banking and then se
- GlobeNewswire
Advisor Growth Strategies Study Reveals Top Factors Driving M&A Market, Firm Valuations
Affiliation model, compliance structure not found to have material impact on most independent firm valuationsCHARLOTTE, N.C., May 02, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) (“LPL Financial” or “LPL”), today announced the release of a study conducted by Advisor Growth Strategies (AGS), sponsored by LPL, describing key issues impacting today’s wealth management M&A market and their effect on firm valuations. “Maximizing Independence: Valuation Myths and Realities” can help indep
- GlobeNewswire
LPL Financial Announces First Quarter 2023 Results
Key Financial Results Net Income was $339 million, translating to diluted earnings per share ("EPS") of $4.24, up 159% from a year agoAdjusted EPS* increased 130% year-over-year to $4.49 Gross profit* increased 52% year-over-year to $1,020 millionCore G&A* increased 16% year-over-year to $326 millionEBITDA* increased 111% year-over-year to $564 million Key Business Results Total advisory and brokerage assets increased 1% year-over-year to $1.18 trillion Advisory assets decreased 1% year-over-yea
- GlobeNewswire
LPL Financial Welcomes Financial Advisor Dustin Mac Brown and His Team
CHARLOTTE, N.C., April 24, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Dustin Mac Brown CFP®, AAMS® has joined LPL Financials’ broker-dealer, RIA and custodial platforms. He reported having served approximately $190 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera Advisors. Based in Scottsdale, Ariz., Dustin is a Financial Strategist with a passion for financial education and a reputation for going the extra mile for his
- GlobeNewswire
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
CHARLOTTE, N.C., April 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Sheehan CFP®, CPWA®, and Shawn Tighe CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision. The advisors reported having served approximately $450 million in advisory and brok
- GlobeNewswire
BCU and BCU Wealth Advisors, LLC, Partner with CUNA Mutual Group
Wealth Management Solutions to Help Empower Member Financial FreedomMADISON, Wis., April 19, 2023 (GLOBE NEWSWIRE) -- CUNA Mutual Group is pleased to announce an agreement to provide BCU, a fast-growing credit union, and BCU Wealth Advisors, LLC, a fee-based investment advisor, a powerful combination of CUNA Mutual Group and the investment and wealth management services of LPL Financial (Nasdaq: LPLA) (“LPL”). The relationship between CUNA Mutual Group, LPL, BCU and BCU Wealth Advisors allows BC
- GlobeNewswire
LPL Financial Welcomes CG Advisor Network
CHARLOTTE, N.C., April 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that CG Advisor Network (CGAN), an entity of the RIA CG Advisory Services, has selected LPL as its primary custodian and exclusive broker-dealer. They reported having served approximately $3.1 billion in advisory and brokerage assets*, previously at TD Ameritrade and Geneos Wealth Management. Headquartered in Haslett, Michigan, CG Advisor Network was founded in 1998 by CEO Anthony J. Mazzali CFP®, ChFC® and a t
- GlobeNewswire
LPL Financial Welcomes One2One Wealth Strategies
CHARLOTTE, N.C., April 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that One2One Wealth Strategies has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Mariner Advisor Network. The team reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from PlanMember Securities. Based in Scottsdale, Ariz., One2One was founded in 2016 with a mission to provide fully customized investment and financi