LPL Press Releases

Read more about our corporate culture, community work, and company achievements through relevant media releases, company statements, and earnings announcements.

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LPL Financial corporate office building with LPL Financial sign, San Diego office

LPL Financial, Commonwealth: Ranked Top Advisor Satisfaction

| LPL Financial

“These results are a powerful demonstration of our shared commitment to putting advisors at the center of everything we do.” – Rich Steinmeier

CYPRESS POINT WEALTH PARTNERS text with circular icon on left divided by black tree outline, set against split blue & white background

Cypress Point Wealth Partners Joins LPL Financial

| LPL Financial

“LPL’s scale, technology and forward-looking capabilities — particularly in areas like AI and practice management — will help streamline my business and position us for continued growth.” - Brian Lubel

Haskin Private Wealth Advisors Doug Haskin and Jenny Haskin

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

| LPL Financial

“LPL stood out for its scale, resources and flexibility, giving us the ability to choose the solutions that best serve our clients and grow our business in the way we envision.” – Jenny Haskin

Haskin Private Wealth Advisors Doug Haskin and Jenny Haskin

LPL Welcomes Financial Advisor David Logsdon

| LPL Financial

“LPL's continued investment in technology, cybersecurity and innovation further enhances my ability to deliver secure, comprehensive and highly personalized strategies for my clients.” – David Logsdon

Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks cover image

LPL Research Team Releases Midyear Outlook 2026

| LPL Financial

“Policy is once again front and center for markets. From U.S. midterm elections to changes at the Federal Reserve, investors will need to carefully assess how evolving policy dynamics influence economic outcomes, market volatility and portfolio positioning.” - Marc Zabicki

McCormick Private Wealth financial advisors Wayne McCormick (left), Michelle Lauder, and Bo Denniston

LPL Financial Welcomes McCormick Private Wealth to Linsco

| LPL Financial

“What stood out was the ability to combine a seamless technology experience with the flexibility to choose the solutions that best serve our clients.” - Wayne McCormick

NorthStar Wealth Advisors logo text with blue mountain and shooting star above

LPL Welcomes NorthStar Wealth Advisory

| LPL Financial

“This relationship provides the operational support, technology and resources we need, and LPL’s platform gives us the scale and flexibility to continue enhancing the client experience.”– Ronald White

Tribute Financial advisors with Kevin Daniels (left), president and chief executive officer

LPL Financial Welcomes Tribute Financial Advisors

| LPL Financial

“LPL offers the technology and support we need to continue evolving our business while staying focused on what matters most — our clients. Having access to enhanced resources allows our team to strengthen our capabilities and position our firm for the future.” - Kevin Daniels

Decorum Wealth Management financial aLPL Financial Welcomes Daniel Zacharias to Decorum Wealth Management dvisor Daniel Zacharias

LPL Welcomes Daniel Zacharias to Decorum Wealth Management

| 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

LPL Financial Office Sign

LPL Financial Posts Monthly Activity for May 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.

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