LPLA Oct 2023 180.000 call
| Chiusura precedente | 38,28 |
| Aperto | 38,28 |
| Denaro | 29,00 |
| Lettera | 33,50 |
| Prezzo d'esercizio | 180,00 |
| Scadenza | 2023-10-20 |
| Min-Max giorno | 38,28 - 38,28 |
| Contratto - Min-Max | N/D |
| Volume | |
| Open Interest | 1 |
GlobeNewswireLPL 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
- GlobeNewswire
LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform
CHARLOTTE, N.C., April 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that C&N Wealth Management, a subsidiary of Citizens & Northern Corporation (“C&N”) (Nasdaq: CZNC), has joined LPL Financial’s Institution Services platform. The program’s financial professionals reported having served approximately $475 million in brokerage, advisory and retirement plan assets.* They were previously affiliated with Cetera Financial Group. C&N opened its first location in Wellsboro, Pa., during
- GlobeNewswire
LPL Financial Announces First Quarter 2023 Earnings Release Date And Conference Call
SAN DIEGO, April 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 27. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible at investor.lpl.com/events, with a replay available until May 18. Contacts Investor Relationsinvestor.relations@lplfinan
- GlobeNewswire
LPL Financial Welcomes Walker Alston Financial Group
CHARLOTTE, N.C., April 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that Walker Alston Financial Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $200 million in advisory and brokerage assets*, and joins LPL from Securities America, part of the Advisor Group network of broker-dealers. Based in San Antonio, Texas, Walker Alston Financial Group was founded in 2017 when financial advisors Step
- GlobeNewswire
LPL Financial Releases 2023 Sustainability Report
CHARLOTTE, N.C., April 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, today announced the release of its 2023 Sustainability Report detailing its progress toward its environmental, social and governance (ESG) goals. The report highlights the Company’s progress in key focus areas, which are informed by the perspectives of its broad community of stakeholders, and include diversity, equity and inclusion, responsi
- GlobeNewswire
Toledo-Based Financial Design Group Makes Move to LPL Financial Platform
CHARLOTTE, N.C., April 03, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that Financial Design Group (“FDG”), an OSJ led by partners Mike Clements, AIF®, and Jason Strasser, has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors of FDG reported having served $850 million in advisory, brokerage and retirement plan assets* and join from Securian Financial Services, Inc. Headquartered in Toledo, Ohio,
- GlobeNewswire
Financial Advisor Kemp Cunningham Joins LPL to Launch Independent Practice
CHARLOTTE, N.C., March 29, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Kemp Cunningham CFP®, MBA has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $125 million in advisory, brokerage and retirement plan assets*, and joins LPL from Edward Jones. Cunningham started his career in the fuel and gas industry, where he served as a CFO and regional director prior to shifting to financial serv