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LPL Financial 
Financial services / Financial advisory and brokerage services
Press Releases
| Date | Press release |
|---|---|
| 2025-04-23 08:55:00 | Lpl Welcomes Synergy Wealth Strategies San diego, april 23, 2025 (globe newswire) -- lpl financial llc announced today that financial advisor james âjimâ verdi, cfpÂź, has joined lpl financialâs broker-dealer, registered investment advisor (ria) and custodial platforms. he reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and joins lpl from osaic. |
| 2025-04-17 16:05:00 | Lpl Financial Announces First Quarter 2025 Earnings Release Date And Conference Call San diego, april 17, 2025 (globe newswire) -- lpl financial holdings inc. ( nasdaq: lpla ) (the âcompanyâ), the parent corporation of lpl financial llc, announced today it will report first quarter financial results after the market closes on thursday, may 8. the company will host a conference call to discuss its results at 5 p.m. et the same day. |
| 2025-04-15 08:55:00 | Lpl Financial Welcomes Tenacity Investment Group San diego, april 15, 2025 (globe newswire) -- lpl financial llc announced today that financial advisor steve jones of tenacity investment group has joined lpl financialâs broker-dealer, registered investment advisor (ria) and custodial platforms. he reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins lpl from raymond james. |
| 2025-04-09 08:55:00 | Lpl Financial Welcomes Trimp Wealth Management San diego, april 09, 2025 (globe newswire) -- lpl financial llc announced today that father and son financial advisors patrick trimp, cfpÂź, and jack trimp, chfcÂź, of trimp wealth management have joined lpl financialâs broker-dealer, registered investment advisor (ria) and custodial platforms. they reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join lpl from nations financial group, inc. |
| 2025-04-02 08:55:00 | Lpl Financial Welcomes Horizon Capital Advisors San diego, april 02, 2025 (globe newswire) -- lpl financial llc announced today that eight financial advisors with horizon capital advisors have joined lpl financialâs broker-dealer, registered investment advisor (ria) and custodial platforms. they reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and join lpl from osaic. |
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