LPL Financial

Yahoo Finance • 2 days ago

KraneShares Artificial Intelligence & Technology ETF (AGIX) Joins LPL Financial’s No-Transaction-Fee Platform

KraneShares NEW YORK, Sept. 26, 2025 (GLOBE NEWSWIRE) -- KraneShares, a leading provider of exchange-traded funds (ETFs) delivering access to emerging technologies and innovative global asset classes, today announced that the KraneShares... Full story

Yahoo Finance • 3 days ago

LPL Financial Welcomes Tennant Financial

SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving appr... Full story

Yahoo Finance • 9 days ago

Why LPL Financial (LPLA) Shares Are Plunging Today

What Happened? Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 5.2% in the morning session after Rothschild & Co Redburn downgraded the stock to Neutral from Buy and slashed its price target. The analyst fi... Full story

Yahoo Finance • 9 days ago

LPL Financial Reports Monthly Activity for August 2025

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- 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 2025. Tota... Full story

Yahoo Finance • 10 days ago

LPL Financial Welcomes Worley Monroe Advisors

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors and join LPL Financial’s broker-dealer and... Full story

Yahoo Finance • 12 days ago

Ox Road Capital Joins LPL Strategic Wealth Services

SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S. Lee, CEPA® have launched a new independ... Full story

Yahoo Finance • 19 days ago

LPL Financial Welcomes The Capitol Bay Group

SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors. They reported servi... Full story

Yahoo Finance • 22 days ago

IREN tops week's financial gainers, Circle Internet falls the most

[Futuristic display screen with a bar graph and colorful spreadsheet financial data] matejmo This week's biggest movers among financial stocks included crypto-linked firms, fintechs and housing-related names. Overall, the Financial Selec... Full story

Yahoo Finance • 23 days ago

LPLA Crosses Below Key Moving Average Level

In trading on Friday, shares of Lpl Financial Holdings Inc (Symbol: LPLA) crossed below their 200 day moving average of $350.66, changing hands as low as $339.73 per share. Lpl Financial Holdings Inc shares are currently trading down abou... Full story

Yahoo Finance • 30 days ago

Amazon.com (AMZN) Expands Amazon Business With LPL Financial Nationwide Partnership

Amazon.com recently experienced a price move of 13% over the last quarter, amid several key developments. Notably, Amazon Business expanded its services to LPL Financial, highlighting a strategic push in the B2B procurement space. This ali... Full story

Yahoo Finance • last month

LPL Financial Expands Use of Amazon Business for Key Business Purchasing Needs

Advisors at leading U.S. wealth firm LPL Financial now enjoy low prices, vast selection, and a trusted shopping experience from Amazon Business Amazon Business offers LPL Financial a global logistics network with hundreds of thousands of... Full story

Yahoo Finance • last month

LPL Financial Welcomes Concentric Wealth Management

SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approx... Full story

Yahoo Finance • last month

LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform

SAN DIEGO, Aug. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of LPL Financial LLC, today announced that First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN... Full story

Yahoo Finance • last month

LPL Financial Welcomes Skyward Financial

SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approxim... Full story

Yahoo Finance • last month

Wall Street closes down as investors brace for Powell's speech

By Johann M Cherian, Sanchayaita Roy and Carolina Mandl (Reuters) -Wall Street’s main indexes fell on Thursday as investors feared potentially hawkish remarks by the Federal Reserve chair on Friday that could spark volatility, while big-b... Full story

Yahoo Finance • last month

LPL Financial sees higher advisory and brokerage assets at July end

Wealth manager LPL Financial Holdings (NASDAQ:LPLA [https://seekingalpha.com/symbol/LPLA]) announced [https://seekingalpha.com/pr/20208666-lpl-financial-reports-monthly-activity-for-july-2025] on Thursday advisory and brokerage assets of $... Full story

Yahoo Finance • last month

LPL Financial Reports Monthly Activity for July 2025

SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- 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 July 2025. Total a... Full story

Yahoo Finance • last month

LPL Financial Welcomes Women-Led Chloey Wealth

SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial’s broker-dealer and Registered Investment Advisor (... Full story

Yahoo Finance • last month

LPL Financial Welcomes Zarra Wealth Management

SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving ap... Full story

Yahoo Finance • 2 months ago

LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History

LPL Financial Holdings, Inc. Three-day flagship event asks, “What If You Could?” and delivers the tools and support to make it happen SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last... Full story