Independent financial services firm LPL Financial (NASDAQ:LPLA) in Q4 CY2025, with sales up 40.4% year on year to $4.93 ...
The company’s results got a boost thanks to lower expenses and a surge in fee-based revenue.
SAN DIEGO, July 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Jerry Rizza has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
Client cash balances as a percentage of total assets were 2.6%, up from 2.4% in the prior quarter and down from 3.2% in the prior year Key Capital and Liquidity Measures: Full Year 2025 Key Financial ...
Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial ...
SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a ...
LPL is kicking off its last month of recruitment in 2024 by welcoming back a veteran advisor in Arizona. On Tuesday, LPL Financial announced that James Norris, a financial advisor and founder of ...
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL ...
LPL Financial says that supporting greater diversity and inclusion is not only important for advisors but also to enable better access to financial services for all. The firm has announced its support ...
LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...
Kaplan Financial Services has been helping people plan for—and protect—the resources needed to fund their future for generations. We provide excellent analysis, superior portfolio management and ...
SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with ...