LPL

LPL Financial Releases 2024 Sustainability Report

Retrieved on: 
Tuesday, April 9, 2024
LPL, ESG, Global Reporting Initiative, SAN, Culture, LPLA

SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC , today announced the release of its 2024 Sustainability Report.

Key Points: 
  • SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC , today announced the release of its 2024 Sustainability Report.
  • The report details the Company’s progress toward its environmental, social and governance (ESG) goals in key focus areas that guide LPL’s approach to sustainability, responsible business, people and culture, societal impact and environmental stewardship.
  • Highlights from this year’s report include:
    The 2024 Sustainability Report demonstrates LPL’s dedication to its stakeholders – including more than 22,000 financial advisors and the millions of client accounts they serve – by disclosing the firm’s actions toward operating responsibly and ethically.
  • The report includes Sustainable Accounting Standards Board* and Global Reporting Initiative** indexes to further the firm’s initiative of transparency.

LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call

Retrieved on: 
Tuesday, April 9, 2024
LPL, SAN, LPLA

SAN DIEGO, April 09, 2024 (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 April 30.

Key Points: 
  • SAN DIEGO, April 09, 2024 (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 April 30.
  • The Company will host a conference call to discuss its results at 5 p.m.
  • ET the same day.

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

Retrieved on: 
Thursday, April 4, 2024
Freedom, Culture, CFO, SW, SAN, HNW, Business development, Entrepreneurship, LPL, American Dream, CTFA, System, Family, Geoghegan, Financial adviser

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
  • Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch.
  • We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”

LPL Financial Welcomes Advisor Matthew Edwards

Retrieved on: 
Tuesday, April 2, 2024
LPL, Volunteering, SAN, RIA, Human, Business development, Environment, Ecosystem

SAN DIEGO, April 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Edwards has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, April 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Edwards has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • He reported serving approximately $210 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.
  • Based in Sarasota, Fla., Edwards started his career in 1999 as an intern at his prior practice, working his way up through various roles before becoming a financial advisor.
  • After a thorough due diligence process, Edwards turned to LPL to start the next chapter of his career.

LPL Financial Welcomes Windward Wealth Advisors

Retrieved on: 
Thursday, March 28, 2024
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SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • They reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors.
  • In moving to LPL, the three managing partners are proud to launch Windward Wealth Advisors with a nautical theme that pays homage to their seaside community.
  • We look forward to supporting Windward Wealth Advisors for years to come.”

Gateway Expands Private Wealth Division

Retrieved on: 
Tuesday, April 9, 2024
Banking, Personal Finance, Professional Services, Finance, Chartered, Gateway, Business development, LPL Financial, LPL, Trust, First Bank, FINANCIAL

Gateway First Bank, one of the largest banking operations in Oklahoma, recently expanded Gateway Private Wealth services through a relationship with LPL Financial, a wealth management firm.

Key Points: 
  • Gateway First Bank, one of the largest banking operations in Oklahoma, recently expanded Gateway Private Wealth services through a relationship with LPL Financial, a wealth management firm.
  • LPL Financial is an industry-leading firm that helps financial institutions build exceptional wealth management programs to better serve their communities—and help their clients thrive.
  • “We are excited that Josh has joined our growing team of financial professionals at Gateway.
  • Private Wealth will complement our already robust commercial, retail banking, and mortgage banking businesses and help us continue to expand our footprint in the communities we serve,” said Crouse.

Founder Ron Carson Announces New Role as Chairman; Appoints Burt White as Carson Group's Next CEO

Retrieved on: 
Tuesday, April 9, 2024
Growth, White, Partnership, Trust, Mental health, LPL Financial, LPL, RIA, RIAS, Investment, AUM, Human

OMAHA, Neb., April 9, 2024 /PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the U.S., today announced that Founder and Chief Executive Officer, Ron Carson will transition to the role of Chairman and has selected Burt White to lead the firm as CEO.

Key Points: 
  • For more than 40 years, Ron Carson has been a prominent voice of the independent advisor and a driving force of innovation in the financial services industry.
  • "I am proud of the legacy we're building, the growth of our advisor community and the impact we've had on thousands of lives," said Carson.
  • Carson added, "Since joining Carson in 2022, Burt has exceeded my expectations.
  • "I want to thank Ron for his trust and confidence and for his continued friendship and partnership," said White.

Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

Retrieved on: 
Monday, March 25, 2024
Culture, Organization, Sibling, CFO, American City Business Journals, Corporate services, Partnership, SW, SAN, Merrill (company), HNW, Business development, United States Army, Entrepreneurship, United States Marine Corps, LPL, Winter Park Historical Museum, Army

SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.
  • LPL Strategic Wealth Services offers unprecedented flexibility to help advisors build an ideal practice that suits their unique business needs.
  • We look forward to a long-lasting partnership with the entire team at Grafton Wealth Advisors and are excited about what’s in store for this team.”

LPL Financial Reports Monthly Activity for February 2024

Retrieved on: 
Thursday, March 21, 2024
LPL, SAN, LPLA

SAN DIEGO, March 21, 2024 (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 February 2024.

Key Points: 
  • SAN DIEGO, March 21, 2024 (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 February 2024.
  • Total advisory and brokerage assets at the end of February were $1.40 trillion, an increase of $41.5 billion, or 3.0%, compared to the end of January 2024.
  • Total net new assets for February were $6.8 billion, translating to a 6.0% annualized growth rate.
  • Total client cash balances at the end of February were $46.5 billion, a decrease of $0.8 billion compared to the end of January 2024.

LPL Financial Welcomes Advisor Nolan Venable

Retrieved on: 
Thursday, March 21, 2024
LPL, Insurance, SAN, RIA, Workflow, Business development, Financial adviser

SAN DIEGO, March 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nolan Venable, Enrolled Agent has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nolan Venable, Enrolled Agent has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • He reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
  • Venable has been an independent advisor his entire career, founding Wealth Advisors in 1984 with a goal of helping clients with each aspect of their financial lives.
  • His Lafayette, La.-based team takes a holistic approach to wealth management by providing comprehensive financial advice and planning for retirees and pre-retirees.