LPL Press Releases

Read more about our corporate culture, community work, and company achievements through relevant media releases, company statements, and earnings announcements.

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Title - Financial Advisor Kelly Compton Joins LPL Financial

| LPL Financial

“I’m impressed with LPL’s size and scale, as well as its commitment to providing advisors with innovative tools and flexibility in how we work with clients.” – Kelly Compton

LPL Financial Reports Monthly Activity for July 2024

| LPL Financial

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 July 2024.

LPL Welcomes Academy Financial and PFG Advisors

| LPL Financial

“We felt the stability of LPL …would enable us to operate independently and focus solely on taking care of our clients.” - Brent J. Kvech

4Point Wealth Management Joins LPL Strategic Wealth Services

| LPL Financial

“Partnering with LPL allows us to …have access to best-in-class technology and strategic business resources.” - Laura Long

LPL Welcomes Wealthstead Financial Advisors Team

| LPL Financial

“We feel strongly that LPL will provide the independence and support we need to continue to grow our business the way we see fit.” - Jason Walker

LPL Highlights Advisor Solutions to Thrive Throughout Business

| LPL Financial

“Being the best firm in our industry at helping clients define and maximize their success throughout their business lifecycle. …That’s our very clear vision for the company’s success.” - Rich Steinmeier

Wealthtech, AI High Among Advisor Priorities at LPL’s Focus 2024

| LPL Financial

“As the need for personalized financial advice grows, advisors are seeking ways to manage this heightened demand while maintaining high levels of client service.” - Greg Gates

LPL’s Focus 2024 Kicks Off, One of Largest Advisor Gatherings

| LPL Financial

“We are thrilled to gather in San Diego for the largest Focus event in LPL history. We define our success through the success of more than 23,000 financial advisors.” – Dan Arnold

LPL Welcomes Return of Harbor Lights Financial Group

| LPL Financial

“LPL and its leaders are putting in hard work and significant investments into a platform of the future.” - Doug Lockwood

LPL Welcomes Advisor Alberto Francis, Rockview Private Wealth

| LPL Financial

“I am looking forward to accessing a broader range of services and resources to offer more nuanced and sophisticated plans.” - Alberto Francis

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