LPL Financial Welcomes Consilium Wealth
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
Company Research
Source: GlobeNewswire
SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and specializes in supporting retired and retiring university professors, primarily from the local universities. Educators represent the majority of Consilium Wealth’s client base, but they also serve individuals and families referred to through the academic community. Consilium Wealth provides comprehensive, goals-based financial planning, supported by an experienced staff and a philosophy centered on long-term relationships and
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LPLA
News
- LPL Sues Former Advisor to Secure Arbitration Award [Yahoo! Finance]Yahoo! Finance
- LPL Financial Reports Monthly Activity for February 2026GlobeNewswire
- Fed warns Middle East tensions could shake markets as it holds rates [Yahoo! Finance]Yahoo! Finance
- Why LPL Financial (LPLA) Stock Is Up Today [Yahoo! Finance]Yahoo! Finance
- Yahoo Finance [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 3/19/26 - Form PRE
- 3/11/26 - Form 4
- 3/10/26 - Form 144
- LPLA's page on the SEC website