• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • 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
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    LPL Financial Welcomes Resilient Wealth Management

    7/1/25 8:55:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance
    Get the next $LPLA alert in real time by email

    SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Resilient Wealth Management. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

    Based in Fresno, Calif., Dixon-James founded Resilient Wealth Management in 2020 with the goal of providing his clients, who are mostly nearing or in retirement, with personalized support and dedicated guidance to help them pursue their fiscal goals. Supported by his team — Director of Client Events and Dixon-James' wife Nicole James, Operations Associate Edith Corrales and Front Office Representative Amelia Kitchens — Dixon-James takes a holistic approach to wealth management. Through high-touch, high-engagement service, he offers personalized, strategic and empathetic advice tailored to his clients' individual goals and circumstances. 

    "Our team seeks to redefine financial relationships by fostering an environment where inclusivity, clarity and dedication promote collaborative growth and help enable financial success," Dixon-James said. "Just as the name of our firm represents, we believe in walking in lockstep with our clients, helping them navigate financial challenges and surprises and ultimately strengthening their financial well-being and ability to recover from unexpected events."

    Looking for improved technology and the opportunity to provide an elevated client experience, Dixon-James embarked on an extensive due diligence process that led him and his team to LPL.

    "Making the move to LPL is an incredible opportunity for me to create the best version of my business," Dixon-James said. "From LPL's integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind. But what solidified my decision to move to LPL is their commitment to the communities they serve and the fact they offer various Financial Advisor Inclusion programs, like the Black Financial Advisor Community."

    Outside of the office, Dixon-James enjoys spending time with his wife and two children. Together, they are active in their church and enjoy spending time supporting their children's interests and sports. Dixon-James also shares a passion for giving back to his surrounding community. He's an active volunteer in Fresno-area underserved communities and regularly offers financial literacy courses to young people. He is a member of Kappa Alpha Psi Fraternity, Inc., and volunteers for the CFP Board Center for Financial Planning.

    Scott Posner, LPL Managing Director, Business Development, said, "We welcome Brandon, Nicole, Edith and Amelia to LPL and congratulate them on this next chapter of their business. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Resilient Wealth Management for 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 over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 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 LLC ("LPL Financial"), a registered investment advisor and broker-dealer, member FINRA/SIPC. Resilient Wealth Management and LPL Financial 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 as reported to LPL

    Media Contact: 

    [email protected] 

    Tracking #758218



    Primary Logo

    Get the next $LPLA alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $LPLA

    DatePrice TargetRatingAnalyst
    7/9/2025$80.00Neutral → Sell
    Citigroup
    6/9/2025$400.00Buy → Neutral
    Citigroup
    6/9/2025$460.00Neutral → Buy
    Redburn Atlantic
    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
    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 downgraded by Citigroup with a new price target

      Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00

      7/9/25 8:17:36 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial downgraded by Citigroup with a new price target

      Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00

      6/9/25 7:47:18 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial upgraded by Redburn Atlantic with a new price target

      Redburn Atlantic upgraded LPL Financial from Neutral to Buy and set a new price target of $460.00

      6/9/25 7:44:05 AM 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
    • Group Managing Director Gates Greg sold $573,952 worth of shares (1,500 units at $382.63), decreasing direct ownership by 7% to 20,620 units (SEC Form 4)

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

      7/8/25 4:14:48 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Thomas Corey E. was granted 4 shares, increasing direct ownership by 0.03% to 13,826 units (SEC Form 4)

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

      6/16/25 4:30:17 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Schifter Richard P was granted 13 shares, increasing direct ownership by 0.03% to 39,197 units (SEC Form 4)

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

      6/16/25 4:28:27 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel

      SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.   Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sounding board to discuss market conditions and expectations. Together, they provide comprehen

      7/24/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Gallagher Wealth Management

      SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment. Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of financial industry experience, Gallagher has established a reputation as an advisor who takes an individualized app

      7/22/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Waznik Heike Group

      SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partners Brad Waznik and John Heike, CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®, who worked together for years before teaming back up in 2024 to form their own practice. Together, the team, who have more tha

      7/15/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    SEC Filings

    See more
    • SEC Form 8-K filed by LPL Financial Holdings Inc.

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

      7/3/25 4:05:18 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 8-K filed by LPL Financial Holdings Inc.

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

      6/3/25 4:18:14 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Holdings Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

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

      5/23/25 4:11:46 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Leadership Updates

    Live Leadership Updates

    See more
    • LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending

      SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service

      6/30/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • EverMark Investment Partners Launches with Support from LPL Strategic Wealth

      SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together

      6/17/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes PCC Wealth Partners

      SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry ex

      5/20/25 8:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Financials

    Live finance-specific insights

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

      SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. 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 i

      7/10/25 4:05:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • 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

    $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