LPL Press Releases

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

Viewing 702 Results

Newest

Newest

Oldest

Lakewood WEALTH MANAGEMENT text with sunrise over lake logo symbol

LPL Welcomes Lakewood Wealth Management Financial Advisors

| LPL Financial

“The technology, planning capabilities and access to subject matter experts across a wide range of disciplines stood out to us, and we're excited about the opportunities this move creates for both our team and the families we serve." – Harrison Kennard

Financial advisors Jon Burnett, Chad Carlile, and Dan Fowler

LPL Welcomes Trio of Independent Texas Financial Advisors

| LPL Financial

“Coming back to LPL feels like a full-circle moment for us. We're excited to once again align our business with a firm that shares our commitment to independent guidance and putting clients first.” – Jon Burnett

LPL Financial Office Sign

LPL Financial Posts Monthly Activity for August 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 August 2026.

Cornerstone Advisors and Clear Pointe Wealth Management teams

LPL Welcomes Cornerstone Advisors & Clear Pointe Wealth Mgmt.

| LPL Financial

“The technology, investment capabilities, operational support and flexibility available through LPL position us to continue growing our practice while maintaining the personalized service our clients expect.” – Brian Lifferth

Horizon Wealth Management team

LPL Welcomes Horizon Wealth Management Group

| LPL Financial

"LPL’s technology is exceptional, the financial planning tools align closely with our approach and the dedicated service model will help us deliver an even better client experience.” – Bill Wagner

Northstar Financial Advisors, LLC founder and partner Jeneen Slack

LPL Welcomes Northstar Financial Advisors, LLC

| LPL Financial

“LPL gives us the flexibility and resources to operate the way we believe is best for our clients, while providing the technology and support to help our team work more efficiently.” – Jeneen Slack

ClearHaven Wealth Management team

LPL Financial Adds ClearHaven Wealth to Linsco

| LPL Financial

“Linsco provided the right balance, allowing us to focus on what we do best, serving clients, without having to manage all the responsibilities that come with owning and operating a standalone business.” – Dan Hocking

Preferred Financial Group advisors Pat Gilbert (left) and James Gilbert (right)

LPL Financial Welcomes Preferred Financial Group Advisors

| LPL Financial

“LPL’s technology, ease of doing business and resources position us to serve clients more efficiently while also helping build the firm for the next generation of advisors.” – Pat Gilbert

Conte Wealth Advisors, LLC financial advisor Tony Conte

LPL Financial Welcomes the Conte Wealth Advisors Team

| LPL Financial

"From the beginning, we've felt a genuine commitment from LPL's leadership and teams to helping us succeed, and that gave us confidence we were making the right decision for our advisors and clients." – Tony Conte

LPL Financial Chief Technology & Information officer Jonathan Lewis

LPL Financial Appoints Jonathan Lewis as CTIO

| LPL Financial

“Jonathan is a proven technology leader with a strong track record of building, scaling and modernizing complex wealth management platforms in service of financial advisors and their clients.” – Greg Gates

No results for “” found.

Explore other popular articles:


  • Search Suggestions:
  • Make sure all words are spelled correctly.
  • Try different keywords.
  • Try more general keywords.
  • Make sure no special characters are added.
Previous
Next
woman smiling

Let's talk about good news

LPL Financial’s Media Relations team is here to help the media with inquires about our company.

Contact Media Relations