• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    LPL Financial Welcomes Financial Advisor Francisco J. Blanco

    12/9/24 8:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance
    Get the next $LPLA alert in real time by email

    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 planning, tax-efficient investing and estate investment planning. His approach is centered around building lasting relationships, understanding each client's unique goals and developing personalized solutions that align with their long-term objectives. Often leveraging his extensive network of professionals for the benefit of his clients, Blanco is fully committed to intentionally helping his clients navigate their entire financial journey with confidence and transparency.

    "I became an independent financial advisor to remove the glass ceiling," said Blanco. "I believe the best way to offer financial guidance is to be free of corporate mandates, sales quotas and limitations. LPL is in the business of supporting independent advisors and provides the technology, autonomy and resources that Stonebrook needs to deliver the best possible experience to my clients."

    New partnership and new firm name

    After 12 years in financial services, Blanco decided to tap into his entrepreneurial side by partnering with Mazzucco and LPL for the next chapter of his career.

    "The deeply personal and important decision to merge with Joe followed a year-long due diligence process," Blanco said. "Together, our shared mission is rooted in the belief that personalized and independent financial advice is a fundamental need for everyone, and we are passionate about building a firm where both clients and colleagues feel a part of something special."

    "I am thrilled to join forces with Francisco," Mazzucco said. "He is a high-caliber and experienced financial advisor with a passion for helping others. He is dedicated to his craft and will be a great resource to our firm as we build out our team and service experiences."

    Stonebrook Wealth Partners offers financial guidance, fiduciary investment management and retirement planning services to individuals, families and businesses with no sales goals, no proprietary products and the flexibility to work with many of the world's largest and most respected asset managers. In addition to serving clients, Stonebrook looks forward to being the partner of choice for other financial advisors by offering turn-key business support including administrative staff, operational resources, marketing, transition consulting, office space and more.

    Scott Posner, LPL Executive Vice President, Business Development, said, "We welcome Francisco to LPL and congratulate him on his move to independence. I'd also like to congratulate Joe on Stonebrook's continued growth and success. As their strategic partner, we are committed to delivering the support they need to help them run their business seamlessly and add value to their clients. We look forward to supporting Stonebrook Wealth Partners for many years to come."

    Related

    Advisors, learn how LPL Financial can help take your business to the next level.

    About LPL Financial

    LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

    Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). LPL Financial and its affiliated companies provide financial services only from the United States. Stonebrook Wealth Partners and LPL are separate entities.

    Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

    We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

    *Value approximated based on asset and holding details provided to LPL from end of year, 2023.

    Media Contact: 

    [email protected] 

    (704) 996-1840

    Tracking #664098



    Primary Logo

    Get the next $LPLA alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $LPLA

    DatePrice TargetRatingAnalyst
    1/7/2025$288.00 → $397.00Neutral → Overweight
    Analyst
    1/6/2025$390.00Neutral → Buy
    UBS
    12/19/2024$277.00 → $413.00Hold → Buy
    TD Cowen
    10/9/2024$235.00 → $285.00Equal Weight → Overweight
    Wells Fargo
    9/12/2024$235.00Equal Weight
    Wells Fargo
    7/30/2024$268.00Neutral → Buy
    BofA Securities
    4/9/2024$254.00 → $315.00Equal-Weight → Overweight
    Morgan Stanley
    4/4/2024Underperform
    Raymond James
    More analyst ratings

    $LPLA
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • LPL Financial upgraded by Analyst with a new price target

      Analyst upgraded LPL Financial from Neutral to Overweight and set a new price target of $397.00 from $288.00 previously

      1/7/25 8:13:23 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial upgraded by UBS with a new price target

      UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $390.00

      1/6/25 8:13:59 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial upgraded by TD Cowen with a new price target

      TD Cowen upgraded LPL Financial from Hold to Buy and set a new price target of $413.00 from $277.00 previously

      12/19/24 7:44:22 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    SEC Filings

    See more
    • SEC Form 10-Q filed by LPL Financial Holdings Inc.

      10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)

      5/9/25 4:08:47 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

      5/8/25 4:17:51 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Holdings Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation

      8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

      4/3/25 4:27:34 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      2/13/24 5:08:09 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      2/12/24 4:17:19 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      4/10/23 1:39:59 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more

    $LPLA
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Director Thomas Corey E. was granted 4 shares, increasing direct ownership by 0.03% to 12,912 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      3/26/25 4:31:26 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Schifter Richard P was granted 15 shares and gifted 1,210 shares, decreasing direct ownership by 3% to 38,512 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      3/26/25 4:29:16 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Putnam James S was granted 8 shares, increasing direct ownership by 0.01% to 136,036 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      3/26/25 4:18:40 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Announces First Quarter 2025 Results

      Key Financial Results: Net Income was $319 million, translating to diluted earnings per share ("EPS") of $4.24, up 11% from a year agoAdjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 millionCore G&A* increased 14% year-over-year to $413 millionAdjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: Total advisory and brokerage assets increased 25% year-over-year to $1.8 trillion Advisory assets increased 23% year-over-year to $977 billionAdvisory assets as a percentage of total assets decreased to 54.5%, down from 55.0% a year ago Total organic net new assets were $71 billion, representing 16% ann

      5/8/25 4:05:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Women-Led West Texas Investments

      SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from B. Riley Wealth Advisors, Inc. Based in Lubbock, Texas, Stewart founded West Texas Investments in 2012 with her late partner, David Barber. Hedgcoth joined the team in 2018 following a 25-year career with the IRS, and Wentland joined two years later in 2019. With more tha

      5/7/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software

      SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) --  LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance. In a recent study, 175 of LPL Financial's top 10% of advisors said they use differentiated, comprehensive solutions that go beyond portfolio management to build, scale and grow their businesses. These to

      5/5/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Financials

    Live finance-specific insights

    See more
    • LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call

      SAN DIEGO, April 17, 2025 (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, May 8. 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. As a leader in

      4/17/25 4:05:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial to Acquire Commonwealth Financial Network

      Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to assume advisory role to LPL Board of DirectorsCommonwealth CEO to join LPL Management Committee, partnering to launch Office of Advisor Advocacy SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network ("Commonwealth"), the largest independently

      3/31/25 6:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Announces Fourth Quarter and Full Year 2024 Results

      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

      1/30/25 4:07:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Leadership Updates

    Live Leadership Updates

    See more
    • LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer

      SAN DIEGO, April 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, announces the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will lead the company's data and AI initiatives, driving innovation and digital transformation across the organization. Harvey brings over 25 years of experience in AI-driven digital transformations and enterprise-wide data strategies. Most recently, he served as managing director and head of product and transformation for consumer and community bank finance at JP Morgan Chase. Prior to joining JP Morgan Chase, Harvey held a variety of senior analytical rol

      4/8/25 8:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

      SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward gro

      3/12/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel

      SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at a bank during college and several years with the Social Security Administration. They teamed up in 2018 to build a faith

      2/25/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance