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-0.000489974370571368 0.00013191617669239 -3.76903361977646E-05 -0.000603045379164662 -0.0010176390773405 -0.00233680084426355 -0.00118724559023066 -0.00275139454243917
Stock impact report

LPL Financial (LPLA) Completes Crown Capital Acquisition [Yahoo! Finance]

LPL Financial Holdings Inc. (LPLA) 
Last lpl financial holdings inc. earnings: 4/30 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lpl.com
Company Research Source: Yahoo! Finance
The deal, announced in July 2023, expands the company's footprint in the California market and solidifies its wealth management business. Crown Capital is a full-service broker-dealer and registered investment advisor based in Orange County, CA. Founded in 1999, it provides services that include investment management, estate planning, risk management, education planning, corporate benefits, full-service brokerage and alternative investments. As of May 8, 2024, roughly $1.3 billion of brokerage and advisory assets served by roughly 125 advisors have been onboarded to LPLA. The remaining roughly $3.7 billion of the assets are expected to be onboarded over the next several months. LPLA's industry-leading platform is expected to provide Crown Capital advisors with enhanced operational support, streamlined processes and access to cutting-edge technology and integrated advisor tools. While Crown Capital advisors will enjoy the benefits of LPL Financial's robust infrastructure, they wi Show less Read more
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