LPL Financial Welcomes Spotlight Financial [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
have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. Headquartered in Corpus Christi, Texas, De Leon and Gorman were colleagues in the same office for years before deciding to team up to start their own independent practice. After more than a year of planning, sharing ideas and many redlining lunches, the team – who share more than five decades of wealth management experience – launched Spotlight Financial . De Leon and Gorman say their new firm will provide an elevated client experience with a focus on financial education and transparency. “When it comes to financial planning, Bob and I know there can be a lot of noise and confusion around who to trust, where to start and what questions to ask, and our role as financial advisors is to help quiet that noise and uncertainty by simplifying the investing process and educ
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LPLA
News
- Fed meeting: Dow ends up slightly after Fed rate decision; Powell says next move unlikely to be rate hike [MarketWatch]MarketWatch
- Markets today: U.S. stocks and bonds climb as Powell downplays hikes [BNN Bloomberg (Canada)]BNN Bloomberg
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its "market outperform" rating re-affirmed by analysts at JMP Securities. They now have a $305.00 price target on the stock.MarketBeat
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target raised by analysts at TD Cowen from $269.00 to $271.00. They now have a "hold" rating on the stock.MarketBeat
- LPL Financial Holdings Inc. (NASDAQ:LPLA) Q1 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 4/30/24 - Form 8-K
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form ARS
- LPLA's page on the SEC website