LPL FINANCIAL AND INDEPENDENT ADVISOR ALLIANCE WELCOME SILVERROCK WEALTH PARTNERS
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C., March 10, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that SilverRock Wealth Partners has joined LPL Financial’s broker-dealer, aligning with Independent Advisor Alliance (IAA), an enterprise registered investment advisor (RIA) firm offering support and services to advisors leveraging LPL Financial’s platform. The advisors reported having served approximately $150 million in brokerage and advisory assets*. They join from Spire Securities and used TD Ameritrade as their custodian. Founded by President and CEO Derek Copeland, the Charlotte-based team serves many NFL clients and other professional athletes. Copeland’s fellow financial professionals both have sports backgrounds: Chris Carpenter pitched for the Boston Red Sox and Brenton Bersin is a former Carolina Panthers wide receiver. They are joined by operations manager Lisa Oviatt and Lori Copeland, director of marketing.
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LPLA
News
- LPL Financial (NASDAQ:LPLA) had its price target lowered by analysts at TD Cowen from $410.00 to $399.00. They now have a "hold" rating on the stock.MarketBeat
- FMG Announces Executive Leadership Appointments to Accelerate Growth and Innovation [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Oak Bridge Financial, LLCGlobeNewswire
- Is It Too Late To Consider LPL Financial (LPLA) After Its Strong Multi Year Share Price Run? [Yahoo! Finance]Yahoo! Finance
- How New Strategy and Oversight Hires At LPL Financial Holdings (LPLA) Has Changed Its Investment Story [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 1/14/26 - Form 3
- 1/8/26 - Form 8-K
- 1/2/26 - Form 4
- LPLA's page on the SEC website