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Date | Price Target | Rating | Analyst |
---|---|---|---|
1/7/2025 | $288.00 → $397.00 | Neutral → Overweight | Analyst |
1/6/2025 | $390.00 | Neutral → Buy | UBS |
12/19/2024 | $277.00 → $413.00 | Hold → Buy | TD Cowen |
10/9/2024 | $235.00 → $285.00 | Equal Weight → Overweight | Wells Fargo |
9/12/2024 | $235.00 | Equal Weight | Wells Fargo |
7/30/2024 | $268.00 | Neutral → Buy | BofA Securities |
4/9/2024 | $254.00 → $315.00 | Equal-Weight → Overweight | Morgan Stanley |
4/4/2024 | Underperform | Raymond James |
SAN DIEGO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Southwest Advisory Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Yuma, Ariz., Schulte has provided financial guidance and wealth management for 25 years following an initial career in agriculture. Short transitioned from the hospitality industry to financial services in 2006. The advisors met at their local Rotary Club, striking up a friendship and
SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets* and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG. Based in Marlton, N.J., Carmen and Chris have built a reputation for delivering tailored investment strategies and quality service since they teamed up in 2014. They specialize in financial planning, and both have significant experience in pension and
SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Scottsdale, Ariz., Jackson/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. Founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during
Analyst upgraded LPL Financial from Neutral to Overweight and set a new price target of $397.00 from $288.00 previously
UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $390.00
TD Cowen upgraded LPL Financial from Hold to Buy and set a new price target of $413.00 from $277.00 previously
SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and join LPL from Kestra. Based in Alpharetta, Ga., Johns Creek Financial was initially founded in 2002, with Hyser and McGill later merging their practices in 2019. Both advisors have extensive experience in investment services, tax strategies, retirement and estate planning for high-net-worth families, corporate executives and business owners. They are supporte
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif. Grange's journey into financial services followed tenures as a college coach and professional sailor, where he won multiple national titles and a world championship in sailing. Now with two decades of experience as a financial advisor, Grange has bui
SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial's broker-dealer, RIA and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage and retirement plan assets* and joins from JP Morgan Chase. With the move, Blanco merged with existing firm Stonebrook Wealth Management, founded in 2019 by fellow JP Morgan veteran Joe Mazzucco. The merger results in the formation of Stonebrook Wealth Partners. Based in Fort Lauderdale, FL., Blanco provides tailored financial planning and investment strategies to his clients and specializes in areas such as retirement plannin
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
3 - LPL Financial Holdings Inc. (0001397911) (Issuer)
144 - LPL Financial Holdings Inc. (0001397911) (Subject)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K/A - LPL Financial Holdings Inc. (0001397911) (Filer)
Fourth Quarter 2024 Key Financial Results: Net Income was $271 million, translating to diluted earnings per share ("EPS") of $3.59, up 26% from a year agoAdjusted EPS* increased 21% year-over-year to $4.25 Gross profit* increased 22% year-over-year to $1,228 millionCore G&A* increased 16% year-over-year to $422 millionAdjusted EBITDA* increased 22% year-over-year to $585 million Key Business Results: Total advisory and brokerage assets increased 29% year-over-year to $1.7 trillion Advisory assets increased 30% year-over-year to $957 billionAdvisory assets as a percentage of total assets increased to 55.0%, up from 54.3% a year ago Total organic net new assets were $68 billion, represent
SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 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 [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S
Key Financial Results Net Income was $255 million, translating to diluted earnings per share ("EPS") of $3.39, up 16% from a year agoAdjusted EPS* increased 11% year-over-year to $4.16 Gross profit* increased 12% year-over-year to $1,128 millionCore G&A* increased 5% year-over-year to $359 million Adjusted EBITDA* increased 12% year-over-year to $566 million Key Business Results Total advisory and brokerage assets increased 29% year-over-year to $1.6 trillion Advisory assets increased 35% year-over-year to $892 billionAdvisory assets as a percentage of total assets increased to 56.0%, up from 53.5% a year ago Total organic net new assets were $27 billion, representing 7% annualized grow
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)