Price$334.01+5.51 (+1.68%)
01:30 PM06:45 PM
News · 26 weeks91-35%
2025-11-022026-04-26
Mix5090d
- Insider20(40%)
- Other18(36%)
- SEC Filings7(14%)
- Leadership2(4%)
- Analyst2(4%)
- Earnings1(2%)
Latest news
25 items- PRLPL Financial Launches Military Deployment Practice Continuation ProgramSAN DIEGO, April 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) today announced the launch of its Military Deployment Practice Continuation Program, a new support framework designed to help eligible LPL-affiliated financial advisors who serve in the U.S. Armed Forces maintain the value and stability of their practices when they are called to active duty. When advisors enter active military service, FINRA designates them as inactive under its Active Military Leave policy, temporarily pausing certain registration requirements. During this period, LPL's new program provides a structured, turnkey approach to help ensure clients continue receiving consistent, uninterrupted servic
- PRLPL Financial Welcomes Advisor Greg SelgSAN DIEGO, April 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Greg Selg, MBA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Selg reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. Based in Bohemia, N.Y., on Long Island, Selg is the founder of G.S. Wealth Management and brings 25 years of industry experience serving individuals, families and small business owners. His client base is largely made up of what he describes as "Main Street" investors, including educators, healthcare professionals, administrators and multigenerational families, many of whom ar
- PRLPL Welcomes Courtney Walker to Spring Line Wealth PartnersSAN DIEGO, April 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Courtney Walker, CFP®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Spring Line Wealth Partners, an existing firm supporting LPL-affiliated advisors. She reported serving $180 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan. Walker brings more than 20 years of industry experience and a planning-first approach to wealth management, serving individuals and families with a particular focus on multigenerational relationships. She is known for helping clients navigate complex financial decisions b
- INSIDERSEC Form 4 filed by Audette Matthew J4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- PRTexas Wealth Solutions Joins LPL's Independent Advisor NetworkSAN DIEGO, April 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Bogue, CWS®, CRC®, has launched Texas Wealth Solutions through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network. He reported serving approximately $235 million in advisory, brokerage and retirement plan assets* and joins LPL from PNC Wealth Management. Based in Longview, Texas, Bogue brings more than 25 years of industry experience, serving a client base largely composed of pre-retirees and retirees throughout East Texas. Known for his down-to-earth approach and emphasis on education, Bogue focuses on helping clients understand their op
- SECSEC Form 144 filed by LPL Financial Holdings Inc.144 - LPL Financial Holdings Inc. (0001397911) (Subject)
- PRLPL Financial Leads Acquisition of Mariner Advisor NetworkSAN DIEGO, April 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, "LPL" or "LPL Financial"), today announced that the firm has entered into a definitive purchase agreement to acquire Mariner Advisor Network, a segment of Mariner. In partnership with LPL, Private Advisor Group, LLC will acquire Mariner Advisor Network's hybrid advisors and align those advisors under their hybrid Registered Investment Advisor (RIA). Affiliated with LPL Financial, Mariner Advisor Network supports 367 financial advisors who collectively manage $31 billion in assets. As part of this transaction, 2
- PRLPL Financial Announces First Quarter 2026 Earnings Release Date and Conference CallSAN DIEGO, April 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, April 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancial.com About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader
- ANALYSTKeefe Bruyette resumed coverage on LPL Financial with a new price targetKeefe Bruyette resumed coverage of LPL Financial with a rating of Outperform and set a new price target of $350.00
- ANALYSTLPL Financial upgraded by UBS with a new price targetUBS upgraded LPL Financial from Neutral to Buy and set a new price target of $380.00
- PRLPL Welcomes Emerald Legacy AdvisorsSAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP® and Allie Konieczka — daughter of McMurtry's retired longtime business partner, Colleen Konieczka — lead the firm alo
- SECSEC Form DEFA14A filed by LPL Financial Holdings Inc.DEFA14A - LPL Financial Holdings Inc. (0001397911) (Filer)
- SECSEC Form DEF 14A filed by LPL Financial Holdings Inc.DEF 14A - LPL Financial Holdings Inc. (0001397911) (Filer)
- PRLPL Financial Welcomes Advisor Trey PopeSAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of Huntsville, Alabama, Pope brings more than a decade of industry experience and serves a diverse client base that includes engineers, medical professionals, government employees and retirees, many of whom are in their peak earning years or planning for retirement. His practice is built around long-term relationships and a planning-first approach
- PRLPL Financial Welcomes Five Star Wealth PlanningSAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer planning. She describes her approach as deeply relational and education driven. Every client receives a customized financial plan reflecti
- SECAmendment: SEC Form SCHEDULE 13G/A filed by LPL Financial Holdings Inc.SCHEDULE 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
- INSIDERSEC Form 4 filed by Thomas Corey E.4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Schifter Richard P4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Putnam James S4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Mnookin Allison4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Glavin William Francis Jr4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Eberhart Paulett4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- INSIDERSEC Form 4 filed by Bernard Edward C4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
- PRLPL Welcomes Gibson Financial Group to LinscoSAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Kelly Lawrence and Vin Sbano have joined Linsco by LPL Financial to launch Gibson Financial Group of LPL Financial. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management. Based in Boston, Gibson Financial Group serves a diverse client base across professions and life stages. The team is supported by David MacDonald, MBA, Senior LPL Registered Client Service Associate, who plays a significant role in the group's day-to-day operations and client experience. Lawrence and Sbano are recognized fo
- SECSEC Form PRE 14A filed by LPL Financial Holdings Inc.PRE 14A - LPL Financial Holdings Inc. (0001397911) (Filer)
LPLA FAQ
8 questionsWhat does LPL Financial Holdings Inc. do?
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and business development companies. The company also provides advisory platforms that provide access to mutual...Where does LPLA stock trade?
LPL Financial Holdings Inc. (LPLA) is listed on NASDAQ.What sector and industry is LPLA in?
LPL Financial Holdings Inc. operates in the Finance sector, Investment Bankers/Brokers/Service industry.When did LPL Financial Holdings Inc. go public?
LPL Financial Holdings Inc. (LPLA) completed its IPO in 2010.Does LPLA pay a dividend?
LPLA's most recent ex-dividend date was 2026-03-10 with a cash dividend of $0.30 per share. No future ex-date is on file yet.What are analysts saying about LPLA?
LPL Financial Holdings Inc. has had 8 recent analyst actions on file. The most recent action was from Keefe Bruyette: Outperform on 2026-04-08.What companies are similar to LPLA?
Notable peers in the same industry include MS (Morgan Stanley), GS (Goldman Sachs Group Inc.), BLK (BlackRock Inc.), SCHW (Charles Schwab Corporation), CME (CME Group Inc.). Compare LPLA side-by-side with any of them on Quantisnow.How can I track LPLA on Quantisnow?
Quantisnow aggregates LPL Financial Holdings Inc.'s SEC filings, analyst ratings, insider transactions, FDA approvals, and press releases the moment they hit the wire (Wall Street's wire, on your screen.). Follow LPLA to receive live email and push alerts on every new disclosure.