SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K.

LPL Financial’s largest acquisition ever is generating a lot of interest from competitors as they attempt to recruit advisors from Commonwealth Financial Network, which LPL said it would ...

LPL Financial Holdings, Inc. (NASDAQ:LPLA) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ETCompany ParticipantsRichard Steinmeier ... Michael Cyprys. Hey, Rich. Hey, Matt.

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 nearly 29,000 ...

LPL Financial's Fort Mill campus includes two office buildings totaling 451,598 square feet of space. Melissa Key By Collin Huguley – Senior Staff Writer, Charlotte Business Journal ...

We are slightly increasing our fair value estimate for LPL Financial to $358 from $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 19 times and an ...

LPL’s deposit cash sweep (specifically for advisory individual retirement accounts), on the other hand, rose 2% to ~$10bn. LPL Financial Either way, this result compares unfavorably to peers.

The deal will provide a significant boost to LPL, giving it Commonwealth’s approximately 2,900 financial advisors and $285 billion of brokerage and advisory assets.

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

LPL Financial, the nation's largest independent broker-dealer, announced this morning that it is acquiring Commonwealth Financial Network, an elite Waltham, Mass.-based RIA/broker-dealer with more ...

Avantax Advisory Services Inc. trimmed its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 21.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 1,989 ...