Summit Wealth Adds Advisor Relations and Investment Executives [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
Summit Wealth Group, a Colorado Springs-based registered investment advisor launched in May after leaving Commonwealth Financial Network, has hired a new head of advisor success and chief investment officer as it continues to expand its leadership team Summit Wealth hired Seamus O'Brien from custodian SEI to lead what it calls advisor success across the $2.5 billion, fee-only RIA. His role will include overseeing mergers and acquisitions, recruiting, partnerships and organic growth initiatives. O'Brien had been business development director for RIA experience at SEI since June 2022, a role he took after more than 14 years at BNY Pershing. Randy Morris, CEO of Summit Wealth Group, said O'Brien's experience working with RIAs and custodians positions him well to work with new and existing advisors. “As we continue to grow, it became clear we needed a dedicated leader focused on advisor success across the full lifecycle, from recruitment and integration to long-term scale,” he
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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