InsightfulValue
← Home

LPL Financial
LPL Financial

Financial services / Financial advisory and brokerage services


📢 Press Releases

Date Press release
2026-04-02 08:55:00 Lpl Financial Welcomes Advisor Trey Pope
San diego, april 02, 2026 (globe newswire) -- lpl financial llc announced today that trey pope, crpc®, abfp®, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins lpl from edward jones.
2026-03-31 08:55:00 Lpl Financial Welcomes Five Star Wealth Planning
San diego, march 31, 2026 (globe newswire) -- lpl financial llc announced today that financial advisor tasha coleman, cfp®, founder of five star wealth planning, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. they report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join lpl from osaic.
2026-03-24 08:55:00 Lpl Welcomes Gibson Financial Group To Linsco
San diego, march 24, 2026 (globe newswire) -- lpl financial llc  announced today that financial advisors kelly lawrence and vin sbano have joined linsco by lpl financial to launch gibson financial group of lpl financial. the team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins lpl from b. riley wealth management.
2026-03-19 16:05:00 Lpl Financial Reports Monthly Activity For February 2026
San diego, march 19, 2026 (globe newswire) -- lpl financial holdings inc. ( nasdaq: lpla ) (the “company”) today released its monthly activity report for february 2026.
2026-03-17 08:55:00 Lpl Financial Welcomes Consilium Wealth
San diego, march 17, 2026 (globe newswire) -- lpl financial llc announced today that advisors stephen horvath, chfc®, clu®, cep®, aif®, brady doe, aif® and david hermann have joined lpl financial’s broker-dealer and registered investment advisor (ria) platform to form consilium wealth. the team reported serving over $250 million in advisory, brokerage and retirement plan assets.* horvath and doe join lpl from cambridge investment and hermann joins from first heartland capital.
2026-03-12 08:55:00 TGVnYWN5IF JpZGdlIFBy aXZhdGUgV2 VhbHRoIEpv aW5zIExwbC BTdHJhdGVn aWMgV2VhbH Ro
U2FuIGRpZW dvLCBtYXJj aCAxMiwgMj AyNiAoZ2xv YmUgbmV3c3 dpcmUpIC0t IGxwbCBmaW 5hbmNpYWwg bGxjIMKgYW 5ub3VuY2Vk IHRvZGF5IH RoYXQgZmlu YW5jaWFsIG Fkdmlzb3Jz IGZyYW5rIG JvbGV5LCBj ZmHCriwgY2 Zwwq4sIGNp bWHCriBhbm Qgc3VzaWUg Z2FyYmVyLW pvaG5zb24s IGN3c8KuIG hhdmUgbGF1 bmNoZWQgYS BuZXcgaW5k ZXBlbmRlbn QgcHJhY3Rp Y2UsIGxlZ2 FjeSByaWRn ZSBwcml2YX RlIHdlYWx0 aCwgdGhyb3 VnaCBhZmZp bGlhdGlvbi B3aXRoIGxw bCBmaW5hbm NpYWzigJlz IHN1cHBvcn RlZCBpbmRl cGVuZGVuY2 UgbW9kZWws IGxwbCBzdH JhdGVnaWMg d2VhbHRoIC 4gdGhleSBy ZXBvcnRlZC BzZXJ2aW5n IGFwcHJveG ltYXRlbHkg JDYwMCBtaW xsaW9uIGlu IGFkdmlzb3 J5LCBicm9r ZXJhZ2UgYW 5kIHJldGly ZW1lbnQgcG xhbiBhc3Nl dHMqIGFuZC Bqb2luIGxw bCBmcm9tIG QuYS4gZGF2 aWRzb24u
2026-03-04 09:00:00 THBsIEZpbm FuY2lhbCBQ cm9tb3Rlcy BLaXJieSBI b3Jhbi1hZG FtcyBBbmQg Sm9lIExhbn NlciBUbyBN YW5hZ2luZy BEaXJlY3Rv cg==
U2FuIGRpZW dvLCBtYXJj aCAwNCwgMj AyNiAoZ2xv YmUgbmV3c3 dpcmUpIC0t IGxwbCBmaW 5hbmNpYWwg bGxjIHRvZG F5IGFubm91 bmNlZCB0aG UgcHJvbW90 aW9ucyBvZi BraXJieSBo b3Jhbi1hZG FtcyBhbmQg am9lIGxhbn NlciB0byBt YW5hZ2luZy BkaXJlY3Rv ciByb2xlcy wgcmVmbGVj dGluZyB0aG VpciBleHBh bmRlZCBsZW FkZXJzaGlw IHJlc3Bvbn NpYmlsaXRp ZXMgYW5kIG xvbmdzdGFu ZGluZyBpbX BhY3QgYWNy b3NzIHRoZS BmaXJtLiDi gJxraXJieS BhbmQgam9l IGVhY2ggYn JpbmcgYSBj b21iaW5hdG lvbiBvZiBk ZWVwIGluc3 RpdHV0aW9u YWwga25vd2 xlZGdlIGFu ZCBkaXNjaX BsaW5lZCBs ZWFkZXJzaG lwIHRoYXQg aGFzIHNoYX BlZCBob3cg bHBsIG9wZX JhdGVzIGFu ZCBldm9sdm VzLOKAnSBz YWlkIGxwbC BjZW8gcmlj aCBzdGVpbm 1laWVyLg==
2026-03-03 08:55:00 THBsIEFuZC BQcml2YXRl IEFkdmlzb3 IgR3JvdXAg V2VsY29tZX MgUm9iZXJ0 IFdvb2Rlbm QgVG8gTWVt cGhpcyBQbG FubmluZyBB bmQgV2VhbH Ro
U2FuIGRpZW dvLCBtYXJj aCAwMywgMj AyNiAoZ2xv YmUgbmV3c3 dpcmUpIC0t IGxwbCBmaW 5hbmNpYWwg bGxjwqBhbm 5vdW5jZWQg dG9kYXkgdG hhdCBmaW5h bmNpYWwgYW R2aXNvciBy b2JlcnQgd2 9vZGVuZCwg Y3JwY8KuLC BoYXMgam9p bmVkIGxwbC BmaW5hbmNp YWzigJlzIG Jyb2tlci1k ZWFsZXIgYW 5kIHdpbGwg YmUgbGV2ZX JhZ2luZyB0 aGUgcHJpdm F0ZSBhZHZp c29yIGdyb3 VwIChwYWcp IHJlZ2lzdG VyZWQgaW52 ZXN0bWVudC BhZHZpc29y IChyaWEpIH BsYXRmb3Jt IGFuZCBpbm ZyYXN0cnVj dHVyZSBhcy BwYXJ0IG9m IGhpcyB0cm Fuc2l0aW9u IHRvIG1lbX BoaXMgcGxh bm5pbmcgYW 5kIHdlYWx0 aCwgYW4gZX N0YWJsaXNo ZWQgbHBsIG FuZCBwYWcg YWxpZ25lZC BwcmFjdGlj ZS4gd29vZG VuZCByZXBv cnRzIHNlcn ZpbmcgYXBw cm94aW1hdG VseSAkMTUw IG1pbGxpb2 4gaW4gYWR2 aXNvcnksIG Jyb2tlcmFn ZSBhbmQgcm V0aXJlbWVu dCBwbGFuIG Fzc2V0cyog YW5kIGpvaW 5zIGxwbCBm cm9tIGFtZX JpcHJpc2Uu
2026-02-26 08:55:00 THBsIFdlbG NvbWVzIE1p Y2hhZWwgRH dvcmV0c2t5 IFRvIExpZ2 h0aG91c2Ug UHJpdmF0ZS BXZWFsdGg=
U2FuIGRpZW dvLCBmZWIu IDI2LCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBs bGPCoGFubm 91bmNlZCB0 b2RheSB0aG F0IHZldGVy YW4gZmluYW 5jaWFsIGFk dmlzb3IgbW ljaGFlbCBk d29yZXRza3 ksIGhhcyBq b2luZWQgbH BsIGZpbmFu Y2lhbOKAmX MgYnJva2Vy LWRlYWxlci wgcmVnaXN0 ZXJlZCBpbn Zlc3RtZW50 IGFkdmlzb3 IgKHJpYSks IGFsaWduZW Qgd2l0aMKg bGlnaHRob3 VzZSBwcml2 YXRlIHdlYW x0aCwgYW4g ZXhpc3Rpbm cgZmlybSBz dXBwb3J0aW 5nIGxwbC1h ZmZpbGlhdG VkIGFkdmlz b3JzLiBoZS ByZXBvcnRz IHNlcnZpbm cgYXBwcm94 aW1hdGVseS AkMjAwIG1p bGxpb24gaW 4gYWR2aXNv cnksIGJyb2 tlcmFnZSBh bmQgcmV0aX JlbWVudCBw bGFuIGFzc2 V0cyBhbmQg am9pbnMgbH BsIGZyb20g c3RvbmV4Lg ==
2026-02-19 16:05:00 THBsIEZpbm FuY2lhbCBS ZXBvcnRzIE 1vbnRobHkg QWN0aXZpdH kgRm9yIEph bnVhcnkgMj AyNg==
U2FuIGRpZW dvLCBmZWIu IDE5LCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBo b2xkaW5ncy BpbmMuIChu YXNkYXE6IG xwbGEpICh0 aGUg4oCcY2 9tcGFueeKA nSkgdG9kYX kgcmVsZWFz ZWQgaXRzIG 1vbnRobHkg YWN0aXZpdH kgcmVwb3J0 IGZvciBqYW 51YXJ5IDIw MjYuIHRvdG FsIGFkdmlz b3J5IGFuZC Bicm9rZXJh Z2UgYXNzZX RzIGF0IHRo ZSBlbmQgb2 YgamFudWFy eSB3ZXJlIC QyLjQxwqB0 cmlsbGlvbi wgYW4gaW5j cmVhc2Ugb2 YgJDM4LjAg YmlsbGlvbi wgb3IgMS42 JSwgY29tcG FyZWQgdG8g dGhlIGVuZC BvZiBkZWNl bWJlciAyMD I1Lg==
2026-02-19 08:55:00 THBsIFdlbG NvbWVzIFRv bSBNYWRpZ2 FuIFRvIFRo ZSBUaGltYm xlIElzbGFu ZCBQcml2YX RlIFdlYWx0 aCBUZWFt
U2FuIGRpZW dvLCBmZWIu IDE5LCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBs bGMgwqBhbm 5vdW5jZWQg dG9kYXkgdG hhdCBmaW5h bmNpYWwgYW R2aXNvciB0 b20gbWFkaW dhbiwgY2Vw YcKuLCBoYX Mgam9pbmVk IGxwbCBmaW 5hbmNpYWzi gJlzIGJyb2 tlci1kZWFs ZXIsIHJlZ2 lzdGVyZWQg aW52ZXN0bW VudCBhZHZp c29yIChyaW EpIGFuZCBj dXN0b2RpYW wgcGxhdGZv cm1zLCBhbG lnbmVkIHdp dGjCoHRoaW 1ibGUgaXNs YW5kIHByaX ZhdGUgd2Vh bHRoLCBhbi BleGlzdGlu ZyBmaXJtIH N1cHBvcnRl ZCBiecKgbH BsIHN0cmF0 ZWdpYyB3ZW FsdGggKHN3 KS4gaGUgcm Vwb3J0ZWQg c2VydmluZy BhcHByb3hp bWF0ZWx5IC QzMDAgbWls bGlvbiBpbi BhZHZpc29y eSwgYnJva2 VyYWdlIGFu ZCByZXRpcm VtZW50IGFz c2V0cyogYW 5kIGpvaW5z IGxwbCBmcm 9tIHVicy4=
2026-02-18 09:00:00 U2ltcGxpY2 l0eSBHcm91 cCBBbmQgTH BsIEZpbmFu Y2lhbCBGb3 JtIFN0cmF0 ZWdpYyBSZW xhdGlvbnNo aXAgVG8gRG VsaXZlciBJ bnN1cmFuY2 UgUHJvZHVj dHMsIE9wZX JhdGlvbmFs IFN1cHBvcn QsIEFuZCBU cmFpbmluZy BUbyBMcGwg QWR2aXNvcn M=
U2FuIGRpZW dvIGFuZCBz dW1taXQsIG 4uai4sIGZl Yi4gMTgsID IwMjYgL3By bmV3c3dpcm UvIC0tIGxw bCBmaW5hbm NpYWwgaG9s ZGluZ3MgaW 5jLiAobmFz ZGFxOiBscG xhKSAo4oCZ bHBsIGZpbm FuY2lhbOKA mSBvciDigJ lscGzigJkp LCBhIGxlYW Rpbmcgd2Vh bHRoIG1hbm FnZW1lbnQg ZmlybSwgYW 5kIHNpbXBs aWNpdHkgZ3 JvdXAgKOKA mXNpbXBsaW NpdHnigJkp LCBhIGxlYW RpbmcgaW5z dXJhbmNlIH BhcnRuZXIg Zm9yIGFkdm lzb3JzLCBm aW5hbmNpYW wgaW5zdGl0 dXRpb25zLC BhbmQgY29u c3VtZXJzLC B0b2RheSBh bm5vdW5jZW QgYSBzdHJh dGVnaWMgYW dyZWVtZW50 IHRoYXQgd2 lsbCBleHBh bmQgaW5zdX JhbmNlIGNh cGFiaWxpdG llcyBhbmQg c3VwcG9ydC Bmb3IgbHBs IGFkdmlzb3 JzLg==
2026-02-17 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BTaG9yZWxp bmUgUHJpdm F0ZSBXZWFs dGggTWFuYW dlbWVudA==
U2FuIGRpZW dvLCBmZWIu IDE3LCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBs bGPCoGFubm 91bmNlZCB0 b2RheSB0aG F0IGphc29u IG1vY2hpIG 9mIHNob3Jl bGluZSBwcm l2YXRlIHdl YWx0aCBtYW 5hZ2VtZW50 IGhhcyBqb2 luZWQgbHBs IGZpbmFuY2 lhbOKAmXMg YnJva2VyLW RlYWxlciBh bmQgcmVnaX N0ZXJlZCBp bnZlc3RtZW 50IGFkdmlz b3IgKHJpYS kgcGxhdGZv cm0uIHRoZX kgcmVwb3J0 ZWQgc2Vydm luZyBhcHBy b3hpbWF0ZW x5ICQyNzUg bWlsbGlvbi BpbiBhZHZp c29yeSwgYn Jva2VyYWdl IGFuZCByZX RpcmVtZW50 IHBsYW4gYX NzZXRzKiBh bmQgam9pbi BscGwgZnJv bSBtb3JnYW 4gc3Rhbmxl eS4=
2026-02-12 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BTb3VuZCBX ZWFsdGg=
U2FuIGRpZW dvLCBmZWIu IDEyLCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBs bGPCoGFubm 91bmNlZCB0 b2RheSB0aG F0IGZpbmFu Y2lhbCBhZH Zpc29ycyBj dXJ0IHBlZG Vyc29uIGFu ZCBicml0dC BzYXlsb3Ig b2Ygc291bm Qgd2VhbHRo IGhhdmUgam 9pbmVkIGxw bCBmaW5hbm NpYWzigJlz IGJyb2tlci 1kZWFsZXIg YW5kIHJlZ2 lzdGVyZWQg aW52ZXN0bW VudCBhZHZp c29yIChyaW EpIHBsYXRm b3JtLiB0aG V5IHJlcG9y dGVkIHNlcn ZpbmcgYXBw cm94aW1hdG VseSAkNDIw IG1pbGxpb2 4gaW4gYWR2 aXNvcnksIG Jyb2tlcmFn ZSBhbmQgcm V0aXJlbWVu dCBwbGFuIG Fzc2V0cyog YW5kIGpvaW 4gbHBsIGZy b20gYW1lcm lwcmlzZS4=
2026-02-03 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BXZWFsdGgg SW5ub3ZhdG lvbnM=
U2FuIGRpZW dvLCBmZWIu IDAzLCAyMD I2IChnbG9i ZSBuZXdzd2 lyZSkgLS0g bHBsIGZpbm FuY2lhbCBs bGMgwqBhbm 5vdW5jZWQg dG9kYXkgdG hhdCB0aGUg ZmluYW5jaW FsIGFkdmlz b3JzIG9mIH dlYWx0aCBp bm5vdmF0aW 9ucywgbGxj IGhhdmUgam 9pbmVkIGxw bCBmaW5hbm NpYWzigJlz IGJyb2tlci 1kZWFsZXIg YW5kIHJlZ2 lzdGVyZWQg aW52ZXN0bW VudCBhZHZp c29yIChyaW EpIHBsYXRm b3JtLiB0aG V5IHJlcG9y dGVkIHNlcn ZpbmcgYXBw cm94aW1hdG VseSAkMjAw IG1pbGxpb2 4gaW4gYWR2 aXNvcnksIG Jyb2tlcmFn ZSBhbmQgcm V0aXJlbWVu dCBwbGFuIG Fzc2V0cyog YW5kIGpvaW 4gbHBsIGZy b20gb3NhaW Mu
LPL Financial

📰 Browse additional press releases for LPL Financial!

Sign up for free or log in

📘 Claim your free eBook: "The Checklist Value Investor — A Smarter Way to Pick Stocks"

© 2024 - 2026 InsightfulValue.com. All rights reserved. Newsletter
Legal