LPL Financial Holdings Inc. (LPLA)

NMS – Цена в реальном времени. Валюта: USD

372.33

+1.14 (0.31%)

Рынок открыт: Aug 12, 2026, 11:22 AM EDT

371.00

-0.19 (-0.05%)

Предыдущая сессия: Aug 11, 2026, 7:43 PM EDT

12.08.2026

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matt Roberts, CFS, CAS, and Kent Voges have joined Frontline Investment Advisors, powered by 15 Wealth, affiliating through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Frontline Investment Advisors and 15 Wealth are existing firms supporting LPL-aligned advisors. Roberts and Voges reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and join from Valic Financial Advisors, now Corebridge Financial.

11.08.2026

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Building on the conference theme of Boundless Potential, LPL Financial leaders continued to highlight how technology-enabled efficiency is creating greater capacity for advisors to deliver more personalized, comprehensive wealth management services. CEO Rich Steinmeier reinforced the firm's vision for the future of wealth management, highlighting how technology, human expertise and integrated capabilities are coming together to help advisors deliver more meaningful outcomes for clients.

06.08.2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

SAN DIEGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Paxel Financial Consulting have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group's infrastructure for the next stage of their growth. Led by Founder Chin Po, CPA, the team reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera.

05.08.2026

WestKai Private Wealth Joins LPL Strategic Wealth

SAN DIEGO, Aug. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Don A. Harrell, CFP® of WestKai Private Wealth has joined LPL Financial's supported independence model, LPL Strategic Wealth. Harrell's team reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and joins LPL from Morgan Stanley.

04.08.2026

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

SAN DIEGO , Aug. 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisors with greater flexibility in portfolio construction, the new models can be combined to create customized investment solutions tailored to a broad range of client objectives.

02.08.2026

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?

Stephen Mandel's Lone Pine Capital just showed its hand. The latest 13F filing, dated March 31, and filed May 15, reveals five U.S.

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Пресс-релизы

12.08.2026

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

11.08.2026

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

06.08.2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

05.08.2026

LPL Financial Holdings Inc. (LPLA)

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LPL Financial Holdings Inc. (LPLA)

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?

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Пресс-релизы

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?

Видео

No Data

Пресс-релизы

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

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LPL Financial Holdings Inc. (LPLA)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

LPL Financial Holdings Inc. (LPLA)

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?

Видео

No Data

Пресс-релизы

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

Should You Buy Billionaire Investor Stephen Mandel's Top 5 Stock Picks in August?

Видео

No Data

Пресс-релизы

LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL and Private Advisor Group Welcome Paxel Financial Consulting

WestKai Private Wealth Joins LPL Strategic Wealth