LPL Financial Welcomes Wealth Innovations
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
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Source: GlobeNewswire
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily along the Eastern Seaboard, focusing on individuals at or near retirement. Wealth Innovations specializes in comprehensive retirement planning through their SWAN Plan — an approach designed with a goal to help clients “Sleep Well At Night.” This strategy emphasizes retirement readiness, income pres
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LPLA
News
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- Meyers Wealth Management Group Launches Independent Firm with Osaic, Bringing $285 Million in Client Assets [Yahoo! Finance]Yahoo! Finance
- LPL Financial (NASDAQ:LPLA) was given a new $500.00 price target on by analysts at UBS Group AG.MarketBeat
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 1/29/26 - Form 8-K
- 1/14/26 - Form 3
- 1/8/26 - Form 8-K
- LPLA's page on the SEC website