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LPL Financial Holdings Inc. - news published 545 - readings 12.110

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LPL Financial Holdings Inc.

LPL Financial April 2021 Monthly Metrics Historical File

LPL Financial Holdings Inc. - Historical Monthly Activity Through April 2021 As of April 30, 2021 (End of Period $ in billions, unless noted) Apr Mar Feb Jan Dec Nov Oct Sep Aug Jul Jun May Apr 2021 2021 2021 2021 2020 2020 2020 2020 2020 2020 2020 2020 2020 Assets Advisory Assets (1) 550.5 496.7 477.4 464.6 461.2 442.0 406.0 405.9 410.4 392.7 375.3 364.9 348.9 Brokerage Asset ...

20.05.2021

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Form 10Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 ...

04.05.2021

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Earnings Prepared Remarks

Investor Relations - Chris Koegel, (617) 897-4574 Media Relations - Lauren Hoyt-Williams, (813) 351-9203 investor.lpl.com/contactus.cfm LPL Financial Q1 2021 Earnings Prepared Remarks LPL Financial Q1 2021 Earnings Prepared Remarks Notice to Investors: Safe Harbor Statement Statements in these prepared remarks regarding LPL Financial Holdings Inc.'s (together with its subsidia ...

29.04.2021

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Key Metrics Presentation

Q1 2021 EARNINGS KEY METRICS LPL Financial Holdings Inc. Q1 2021 Earnings April 29, 2021 LPL Financial Member FINRA/SIPC 1 Notice to Investors: Safe Harbor Statement Statements in this presentation regarding LPL Financial Holdings Inc.'s (together with its subsidiaries, the "Company") future financial and operating results, growth, priorities, business strategies and ...

29.04.2021

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Historical Information

Q1 2021 HISTORICAL INFORMATION LPL Financial Holdings Inc. April 29, 2021 LPL Financial Member FINRA/SIPC LPL Financial Holdings Inc. - Historical Management's Statements of Operations For the quarter ending March 31, 2021 ( $ in thousands, unless noted) Q1 2021 Q4 2020 Q3 2020 Q2 2020 Q1 2020 Q4 2019 Q3 2019 Q2 2019 Q1 2019 Gross Profit* Advisory $ 722,046 $ 638,181 $ 586,941 ...

29.04.2021

LPL Financial Holdings Inc.

LPL Financial Welcomes Financial Advisor Dennis P. Durocher

CHARLOTTE, N.C. - April 26, 2021 - LPL Financial LLC today announced that financial advisor Dennis P. Durocher CFP ® has joined LPL, affiliating with Linsco by LPL Financial, the firm's employee advisor model. Durocher reported having served nearly $90 million in advisory, brokerage and retirement plan assets*. He joins LPL from Wells Fargo Advisors. A financial advisor for t ...

26.04.2021

LPL Financial Holdings Inc.

LPL Announces Release of their Annual Sustainability Report

CHARLOTTE, N.C. - April 22, 2021 - LPL Financial LLC today announced the release of its corporate sustainability report, detailing progress towards environmental, social and governance (ESG) goals. To Read the Full Report click here It is no coincidence that LPL has launched their annual ESG Report on Earth Day. LPL has a record of commitment in implementing initiatives that r ...

13.04.2021

LPL Financial Holdings Inc.

LPL Welcomes Financial Advisor Texas Team from Texas

CHARLOTTE, N.C. - March 29, 2021 - LPL Financial LLC today announced that financial advisors Steven Allison, Jonathan 'David' Cummings and Raymond Empkey have joined LPL Financial's broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with JFC Financial Services, a large enterprise that recently joined LPL. The advisors reported having ...

29.03.2021

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics

For Immediate Release Investor Relations - Chris Koegel, (617) 897-4574 Media Relations - Lauren Hoyt-Williams, (980) 321-1232 investor.lpl.com/contact-us LPL FINANCIAL REPORTS MONTHLY ACTIVITY FOR FEBRUARY 2021 SAN DIEGO - March 16, 2021 - Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdin ...

16.03.2021

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics Dashboard

LPLA February 2021 Monthly Metrics Dashboard (Posted March 16, 2021) Total Advisory and Brokerage Assets ($ billions) Total Net New Assets ($ billions) Client Cash Balances ($ billions) Net Buy (Sell) Activity ($ billions) (1) Calculated as current period Organic Net New Assets multiplied by twelve, divided by preceding period Total Advisory and Brokerage Assets. LPL Financial ...

16.03.2021

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics Historical File

LPL Financial Holdings Inc. - Historical Monthly Activity Through February 2021 As of February 28, 2021 Feb Jan Dec Nov Oct Sep Aug Jul Jun May Apr Mar Feb (End of Period $ in billions, unless noted) 2021 2021 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 Assets Advisory Assets (1) 477.4 464.6 461.2 442.0 406.0 405.9 410.4 392.7 375.3 364.9 348.9 322.3 355.7 Brokerage ...

16.03.2021

LPL Financial Holdings Inc.

The Monteverde Group Welcomed by LPL Financial

CHARLOTTE, N.C. - March 15, 2021 - LPL Financial LLC today announced that The Monteverde Group has joined LPL Financial's broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team of eight advisors reported having served approximately $440 million in advisory, brokerage and retirement plan assets*. They join LPL from Royal Alliance, part of ...

15.03.2021

LPL Financial Holdings Inc.

LPL Financial Announces Proposed Leverage Neutral Transaction to Refinance Its Senior Unsecured Notes

LPL Financial Announces Proposed Leverage Neutral Transaction to Refinance Its Senior Unsecured Notes Attachments Original document Permalink Disclaimer LPL Financial Holdings Inc. published this content on 03 March 2021 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 04 March 2021 12:39:24 UTC .

04.03.2021

LPL Financial Holdings Inc.

LPL Financial Q4 2020 Form 10K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-34963 L ...

23.02.2021

LPL Financial Holdings Inc.

LPL Managing Director Scott Seese to Take Leave of Absence

CHARLOTTE, N.C. - Feb. 16, 2021 - LPL Financial LLC , a leading retail investment advisory firm, registered investment advisor (RIA) custodian and independent broker-dealer, announced that Managing Director Scott Seese is taking a personal leave of absence to care for his mother as she undergoes treatment for an advanced illness. Executive Vice President Greg Gates has been na ...

16.02.2021

LPL Financial Holdings Inc. - news published 545 - readings 12.110

LPL Financial Holdings Inc.

LPL Financial April 2021 Monthly Metrics Historical File

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Form 10Q

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Earnings Prepared Remarks

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Key Metrics Presentation

LPL Financial Holdings Inc.

LPL Financial Q1 2021 Historical Information

LPL Financial Holdings Inc.

LPL Financial Welcomes Financial Advisor Dennis P. Durocher

LPL Financial Holdings Inc.

LPL Announces Release of their Annual Sustainability Report

LPL Financial Holdings Inc.

LPL Welcomes Financial Advisor Texas Team from Texas

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics Dashboard

LPL Financial Holdings Inc.

LPL Financial February 2021 Monthly Metrics Historical File

LPL Financial Holdings Inc.

The Monteverde Group Welcomed by LPL Financial

LPL Financial Holdings Inc.

LPL Financial Announces Proposed Leverage Neutral Transaction to Refinance Its Senior Unsecured Notes

LPL Financial Holdings Inc.

LPL Financial Q4 2020 Form 10K

LPL Financial Holdings Inc.

LPL Managing Director Scott Seese to Take Leave of Absence

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