LPL Financial Launches New Affiliation Model Offering Holistic Support to Wirehouse Advisors Seeking Independence
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., April 22, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and RIA custodian, has introduced a new affiliation model, LPL Strategic Wealth Services, designed to support the unique needs of established advisors in wirehouses and other employee-channel firms seeking to launch independent practices. LPL Strategic Wealth Services is a comprehensive solution, offering hands-on support throughout all aspects of the transition experience as well as ongoing business management services to help advisors thrive as business owners. The solution is backed by LPL’s fully integrated brokerage and advisory custody platform, service commitment, investments in innovation and technology, and financial strength and stability. “This new affiliation model provides established wirehouse-based advisors with more choice in how they serve their clients and more control over their own practice. With LPL Strategic Wealth Servic
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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
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- 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