LPL Press Releases

June 17, 2026 | LPL Financial

“LPL’s model of supported independence gives me the flexibility to run my business in a way that best serves my clients.” - Daniel Zacharias

June 16, 2026 | LPL Financial

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 May 2026.

June 16, 2026 | LPL Financial

“The move to LPL allows us greater independence and access to more robust solutions for our clients. With deeper research capabilities and strong back-office support, we are better positioned to grow our business while continuing to provide personalized service.” - Jonathan Bomar

June 15, 2026 | LPL Financial

“Having worked with LPL in the past, I saw firsthand that it provides the flexibility and open architecture needed to deliver financial advice in our clients’ best interests. The platform allows us to offer a broader range of solutions and tailor our approach to each client’s needs.” - Bassem Moez

June 11, 2026 | LPL Financial

“LPL’s technology, autonomy and forward-thinking approach give me the ability to go deeper in areas like tax and estate planning, while maintaining the flexibility to make timely decisions on behalf of my clients. It’s a platform that empowers advisors to operate at their highest level.” - Les Smith

June 09, 2026 | LPL Financial

“It was important to align with a firm that is focused on the future. LPL’s continued investment in technology, combined with its holistic approach to supporting advisors, gives me the tools and flexibility to enhance the experience I deliver to clients.” - Darren Colananni

June 04, 2026 | LPL Financial

“We evaluated multiple firms, but LPL stood out for its reputation and its focus on helping advisors grow businesses that are built for clients, not for a firm. That client-first mentality was critical for us as we launched Align Private Wealth.” – Scott Gilliam

June 03, 2026 | LPL Financial

“We are proud to welcome LPL Financial as a new partner of the PGA of America. As a leader in empowering financial advisors and delivering personalized wealth management at scale, LPL brings a dynamic perspective and shared commitment to service.” - Terry Clark

May 28, 2026 | LPL Financial

“LPL’s self-clearing capabilities and integrated technology platform provide a more seamless experience for both our team and our clients.” - Steve Schott

May 27, 2026 | LPL Financial

“From the start, LPL’s approach was straightforward. They walked us through their technology, the flexibility of the platform and how it supports the way we want to work with clients.” - Michael Stevenson