Bill Morrissey Exits LPL Financial Following Atria Integration [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues to integrate the business in the wake of its acquisition, according to regulatory filings. In recent months, LPL has been pruning Atria's executive ranks via layoffs, according to published reports. Morrissey and an LPL spokeswoman did not return requests for comment. The firm filed Worker Adjustment & Retraining Notification, or WARN, notices in May outlining layoffs in California, Texas and New York. Morrissey was previously registered with Cadaret Grant and Western International Securities, two broker/dealers acquired by Atria, but those firms are no longer registered as broker/dealers. In its third-quarter earnings results, LPL said it had completed the conversion of Atria and its $115 billion in total brokerage and advisory assets, assuming 100% retention. As of Sept. 30, retention was approximately 82%, the report stated. Atria was founded in
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LPLA
News
- LPL Financial (NASDAQ:LPLA) was upgraded by analysts at UBS Group AG to a "hold" rating.MarketBeat
- LPL Financial (NASDAQ:LPLA) had its "overweight" rating reaffirmed by analysts at Barclays PLC.MarketBeat
- LPL Financial Stock Is Near A Record High. It Advises The Advisors. [Yahoo! Finance]Yahoo! Finance
- LPL Welcomes Forest Lake Wealth Partners to Linsco [Yahoo! Finance]Yahoo! Finance
- LPL Welcomes Forest Lake Wealth Partners to LinscoGlobeNewswire
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website