LPL Financial Hlds

LPL Financial Holdings, Inc. serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow their practices. It provides objective financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. The company was founded in 1989 and is headquartered in San Diego, CA.

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LPL Financial Hlds reports record earnings, eyes high net worth market

LPL Financial Hlds reported strong financial performance, with significant asset growth, record EPS, and robust same-store sales. The company's strategic focus on empowering advisers and enhancing client experience through various plays is driving growth and differentiation.
While challenges exist in executing strategic plays effectively, managing expense growth, and optimizing leverage ratios, LPL Financial Hlds has opportunities to further expand its service offerings, target high net worth clients, and grow its fixed rate portfolio.
By capitalizing on opportunities to enhance capabilities, target specific client segments, and invest in technology, LPL Financial Hlds can continue its growth trajectory and strengthen its position in the advisory market.
The company's commitment to financial stability, shareholder value, and strategic investments positions it well for future growth and market leadership, despite challenges in execution and market dynamics.
Overall, LPL Financial Hlds' focus on empowering advisers, enhancing client experience, and driving growth through strategic investments and service enhancements sets a positive trajectory for continued success and market expansion.

LPL Financial Hlds reports stellar Q1 results, eyes growth opportunities

LPL Financial Hlds (LPLA) delivered strong financial performance in Q1 2023, driven by robust asset growth, high retention rates, and doubled adjusted EPS.
The company's strategic focus on empowering advisers, expanding market presence, and optimizing revenue streams positions it for continued success and growth.
While facing challenges in liquidity management and client transitions, LPLA has opportunities to capitalize on market trends, drive growth, and enhance profitability.

LPL Financial reports robust Q2 performance and strategic growth plans

LPL Financial's Q2 performance reflects strong growth in assets, net new assets, and adjusted EPS, supported by a record retention rate and strategic initiatives.
Despite challenges like decreased gross profit and client cash revenue, the company's focus on innovation, acquisitions, and shareholder value creation remains strong.
Opportunities lie in leveraging M&A, expanding services, and delivering value proposition to drive future growth and market leadership.
With a solid financial position, growth strategies, and commitment to serving advisers, LPL Financial is poised for continued success and value creation in the financial services industry.

LPL Financial reports record Q3 recruitment success and strategic growth

LPL Financial's Q3 performance showcased strong asset growth, recruitment success, and increased EPS. The company faces challenges in managing promotional expenses and market transitions but is well-positioned to capitalize on opportunities for growth and innovation.
With a strategic focus on horizontal expansion and vertical integration, LPL Financial aims to sustain its strong asset retention and recruitment momentum. The partnership with Prudential and readiness to comply with regulatory changes position the company for future success.

LPL Financial Hlds reports robust Q4 earnings, eyes M&A growth

LPL Financial Hlds delivered strong financial performance in Q4, with notable increases in assets and EPS. The company's strategic initiatives to enhance digital capabilities and simplify adviser onboarding are driving growth. While facing challenges in G&A expenses and industry complexities, LPL Financial Hlds is well-positioned to capitalize on M&A opportunities and industry trends.

LPL Financial reports strong Q1 performance and eyes growth opportunities

LPL Financial's Q1 2024 earnings call highlighted robust financial results, strategic acquisitions, and a focus on delivering shareholder value. Despite facing challenges in basis points improvement and increased expenses, the company remains optimistic about organic growth opportunities and regulatory alignment.

LPL Financial reports robust Q2 growth and strategic expansion

LPL Financial's Q2 performance reflects strong growth, strategic initiatives, and financial resilience, positioning the company for continued success.
While facing challenges in promotional expenses and strategic realignment, the company's focus on adviser recruitment, client care, and value delivery remains key strengths.
Opportunities lie in continued momentum in recruiting, annuity demand, and value creation for advisers and clients, driving long-term shareholder value and market differentiation.

LPL Financial reports record assets and strategic acquisitions in Q3

LPL Financial Holdings Inc. delivered a strong performance in Q3 2024, marked by record assets, robust growth, and strategic acquisitions. While facing challenges in managing institutional segment growth, the company is well-positioned to capitalize on opportunities through expansion of offerings and focus on client-centric operations.

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LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Money Matters has joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera.

Financial Advisors Ron Clark, George Brkljacic Join LPL Financial

LPL Financial Holdings Inc. (LPLA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Strength Seen in LPL Financial Holdings Inc. (LPLA): Can Its 3.7% Jump Turn into More Strength?

CHARLOTTE, N.C., March 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Lucas Mijares and Jesse Ettlin have launched an independent practice, Zion Capital Wealth Management, and joined LPL Financial's broker-dealer, RIA and custodial platforms. They have aligned with Mariner Advisor Network, an existing firm supporting LPL-affiliated advisors. The advisors of Zion Capital Wealth Management reported having served $185 million in advisory, brokerage and retirement plan assets*. They join from Edward Jones.

Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management

CHARLOTTE, N.C., March 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and joins LPL from Edward Jones.

LPL Financial Welcomes Advisor Nick Lalonde

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When underserved communities couldn't launch local startups, LPL Financial Foundation, LISC San Diego, Vista Chamber of Commerce and the University of San Diego stepped up When underserved communities couldn't launch local startups, LPL Financial Foundation, LISC San Diego, Vista Chamber of Commerce and the University of San Diego stepped up

After Navigating Local Economic Hurdles, Small Businesses Find Their Place

SAN DIEGO, March 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Scott Glasson has joined LPL's employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch his practice, Glasson Financial Powered by LPL Financial. He reported having served approximately $120 million in advisory, brokerage and retirement plan assets*, and joins LPL from Wells Fargo Advisor. Glasson will have an office in the Linsco suite of LPL's San Diego campus.

LPL Financial Welcomes New Linsco Advisor in San Diego

CHARLOTTE, N.C., March 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that three teams of highly successful financial advisors have joined forces for the launch of a new independent practice, Carnegie Private Wealth, through affiliation with LPL Strategic Wealth Services, a modern breakaway solution for advisors seeking to gain more control over their business. The advisors reported having served a collective $1.45 billion in advisory, brokerage and retirement plan assets*. They join LPL from Wells Fargo Advisors.

Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Feb. 27, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Thom Maher CFP®, CRPC, has launched an independent practice, Maher Wealth Management, through affiliation with LPL Strategic Wealth Services, a modern breakaway solution for advisors seeking to gain more control over their business. Maher reported having served approximately $440 million in advisory, brokerage and retirement plan assets*, and joins LPL from Merrill Lynch.

Maher Wealth Management Launches With Support of LPL Strategic Wealth Services

Leader to build and lead sustainable and systematic strategies, empowering advisors' success Leader to build and lead sustainable and systematic strategies, empowering advisors' success

Julian Lopez Joins LPL as Executive Vice President, Independent Advisor Services

BEL AIR, Md. , Feb. 17, 2023 /PRNewswire/ -- Joseph Conroy, CFP®, an independent LPL Financial advisor at Harford Retirement Planners in Bel Air, today announced his inclusion in LPL's Patriot's Club.

Joseph Conroy, CFP® HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS

Managing Directors Matt Enyedi, Matt Audette take expanded roles to enrich how advisors and institutions interact with the firm Managing Directors Matt Enyedi, Matt Audette take expanded roles to enrich how advisors and institutions interact with the firm

LPL Financial Realigns Organization in Support of Client Experience

SAN DIEGO, Feb. 14, 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 January 2023.

LPL Financial Reports Monthly Activity for January 2023

CHARLOTTE, N.C., Feb. 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Legacy Financial Group has joined LPL Financial's broker-dealer and RIA. The Legacy team reported having served approximately $225 million in advisory, brokerage and retirement plan assets*, and joins LPL from Voya Financial Advisors.

Legacy Financial Group Joins LPL Financial

Financial stock builds the side a cup base after strong Q4 earnings. The IBD 50 stock gained 12% in 2023 so far.

Financial Stock's Profit Soars 158% And Even More Growth Expected This Year

Advisors seeking an easy method of right-sizing their business can now shift clients directly to LPL Advisors seeking an easy method of right-sizing their business can now shift clients directly to LPL

CORRECTION -- LPL Financial Debuts Partial Book Sales Service

LPL Financial Debuts Partial Book Sales Service

SAN DIEGO, Feb. 07, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced that Chief Financial Officer Matt Audette will present at the Credit Suisse 24th Annual Financial Services Forum on February 14.

LPL Financial to Present at the Credit Suisse 24th Annual Financial Services Forum

LPL Financial (LPLA) records a rise in revenues and lower expenses in the fourth quarter of 2022. However, declining assets balance is concerning.

LPL Financial (LPLA) Q4 Earnings Beat, Revenue Rises Y/Y

Although the revenue and EPS for LPL Financial Holdings Inc. (LPLA) give a sense of how its business performed in the quarter ended December 2022, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About LPL Financial Holdings Inc. (LPLA) Q4 Earnings

LPL Financial Holdings Inc. (NASDAQ:LPLA ) Q4 2022 Results Conference Call February 2, 2023 5:00 PM ET Company Participants Dan Arnold - CEO Matthew Audette - CFO Conference Call Participants Alexander Blostein - Goldman Sachs Steven Chubak - Wolfe Research Devin Ryan - JMP Securities Kyle Voigt - KBW Jeff Schmitt - William Blair Gerry O'Hara - Jefferies Operator Good afternoon, and thank you for joining the Fourth Quarter 2022 Earnings Conference Call for LPL Financial Holdings Inc. Joining the call today are our President and Chief Executive Officer, Dan Arnold; and Chief Financial Officer, Matt Audette. Dan and Matt will offer introductory remarks, and then the call will be open for questions.

LPL Financial Holdings Inc. (LPLA) Q4 2022 Earnings Call Transcript

LPL Financial Holdings Inc. (LPLA) delivered earnings and revenue surprises of 5.25% and 2.31%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

LPL Financial Holdings Inc. (LPLA) Q4 Earnings and Revenues Beat Estimates

Fourth Quarter 2022 Key Financial Results

LPL Financial Announces Fourth Quarter and Full Year 2022 Results

The business comprises approximately 800 advisors and 85 financial institutions nation-wide serving approximately $40 billion of client assets The business comprises approximately 800 advisors and 85 financial institutions nation-wide serving approximately $40 billion of client assets

LPL Financial Closes Acquisition of Financial Resources Group Investment Services

The business comprises approximately 30 advisors and $4 billion of brokerage and advisory assets The business comprises approximately 30 advisors and $4 billion of brokerage and advisory assets

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