StreetInsider.com News Articles

Kinetic Wealth Joins LPL’s Independent Advisor Network

Thu, 22 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Kacy Walker, MSFS, AIF®, CPFA®, has launched Kinetic Wealth through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. Walker joins LPL from Cetera and reported serving approximately $300 million* across retirement plans and individual wealth management relationships, including retirees and business owners.

Walker grew up in Madera, California, on her grandmother’s property, Nicolas Ranch, where the surrounding countryside helped shape her grounded perspective and appreciation for community. A lifelong learner, she graduated as

Kinetic Wealth Joins LPL’s Independent Advisor Network

Thu, 22 Oct 2026 08:55:00 -0400

LPL Financial Welcomes Prince Financial Services

Wed, 14 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of Prince Financial Services have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The Seattle-based firm reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.

Founded by Julie Prince and Dave Burnett, Prince Financial Services has evolved from a collection of independent financial services into a collaborative ensemble serving retirees, business owners, high-net-worth families and technology professionals across the Pacific Northwest and beyond. The firm is

LPL Financial Welcomes Prince Financial Services

Wed, 14 Oct 2026 08:55:00 -0400

Economos Private Wealth Joins LPL’s Independent Advisor Network

Tue, 13 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Economos, CFP®, CPFA®, CEPA®, CRPC®*, has launched Economos Private Wealth through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. He reported serving approximately $580 million in advisory and brokerage assets** and joins LPL from Merrill Lynch.

Based outside of San Francisco in Danville, Calif., Nick Economos brings more than 25 years of industry experience serving corporate executives, business owners and multigenerational families. Following in the footsteps of his father,

Economos Private Wealth Joins LPL’s Independent Advisor Network

Tue, 13 Oct 2026 08:55:00 -0400

LPL Financial Holdings (LPLA) PT Lowered to $356 at Truist Securities

Mon, 12 Oct 2026 12:39:12 -0400

Truist Securities analyst David Smith lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $356.00 (from $389.00) while maintaining a Hold rating.

LPL Financial Holdings (LPLA) PT Raised to $380 at TD Cowen

Mon, 12 Oct 2026 09:49:08 -0400

TD Cowen analyst Bill Katz raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $380.00 (from $377.00) while maintaining a rating.

LPL Financial Holdings (LPLA) PT Raised to $393 at Morgan Stanley

Fri, 09 Oct 2026 03:55:31 -0400

Morgan Stanley analyst Michael Cyprys raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $393.00 (from $387.00) while maintaining a Overweight rating.

LPL Financial Holdings (LPLA) PT Lowered to $390 at UBS

Wed, 07 Oct 2026 09:58:04 -0400

UBS analyst Mike Brown lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $390.00 (from $391.00) while maintaining a Buy rating.

LPL Financial Welcomes Legacy Financial Group

Wed, 07 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brad Jerome of Legacy Financial Group has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

Based outside of Flint, Mich. in Burton, Legacy Financial Group serves a diverse, multigenerational client base ranging from young investors just beginning their financial journeys to retirees and clients in their nineties. The practice has built its reputation on deep, relationship-driven service, often working

LPL Financial Welcomes Legacy Financial Group

Wed, 07 Oct 2026 08:55:00 -0400

LPL Financial Holdings (LPLA) PT Raised to $445 at JPMorgan

Wed, 07 Oct 2026 08:36:36 -0400

JPMorgan analyst Michael Cho raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $445.00 (from $428.00) while maintaining a Overweight rating.

LPL Financial Holdings (LPLA) PT Raised to $409 at Barclays

Wed, 07 Oct 2026 03:50:36 -0400

Barclays analyst Benjamin Budish raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $409.00 (from $401.00) while maintaining a Overweight rating.

LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call

Tue, 06 Oct 2026 16:05:00 -0400

SAN DIEGO, Oct. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Tuesday, October 27. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.

The conference call will be accessible and available for replay at investor.lpl.com/events.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About

LPL Financial Announces Third Quarter 2026 Earnings Release Date and Conference Call

Tue, 06 Oct 2026 16:05:00 -0400

SAN DIEGO, Oct. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Tuesday, October 27. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.

The conference call will be accessible and available for replay at investor.lpl.com/events.

Contacts

Investor Relations
investor.relations@lplfinancial.com

Media Relations
media.relations@lplfinancial.com

About

LPL Financial Holdings (LPLA) PT Lowered to $370 at BMO Capital

Tue, 06 Oct 2026 08:53:58 -0400
BMO Capital analyst Brennan Hawken lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $370.00 (from $390.00) while maintaining a Outperform rating.

LPL Financial Welcomes Praxis Financial Partners

Mon, 05 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Praxis Financial Partners advisors Scott Christian, CFP®, Cecil Loyd, CIMA®, Jay Gentry, CIMA® and Matt Dion have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network.

Based in Alpharetta, Ga., Praxis Financial Partners is a planning-focused wealth management practice serving business owners, corporate retirees, successful executives and multigenerational families across 24 states. The firm

LPL Financial Welcomes Praxis Financial Partners

Mon, 05 Oct 2026 08:55:00 -0400

SAN DIEGO, Oct. 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Praxis Financial Partners advisors Scott Christian, CFP®, Cecil Loyd, CIMA®, Jay Gentry, CIMA® and Matt Dion have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network.

Based in Alpharetta, Ga., Praxis Financial Partners is a planning-focused wealth management practice serving business owners, corporate retirees, successful executives and multigenerational families across 24 states. The firm

LPL Financial Holdings (LPLA) PT Lowered to $554 at BofA Securities

Mon, 05 Oct 2026 06:24:50 -0400

BofA Securities analyst Craig Siegenthaler lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $554.00 (from $557.00) while maintaining a Buy rating.
The analyst comments "We decreased our 3Q26/2026/2027/2028 EPS to $5.79/$23.86/$30.90/$36.94 from $6.03/$24.19/$31.06/$37.16 reflecting lower cash balances in 3Q26 as well as reduced sales-based commissions ($724M). Our $554 PO (previously $557) is based on a 15x multiple (unchanged) on 2028 EPS estimate. Reiterate Buy."

LPL Financial Holdings (LPLA) PT Lowered to $554 at BofA Securities

Mon, 05 Oct 2026 06:24:50 -0400

BofA Securities analyst Craig Siegenthaler lowered the price target on LPL Financial Holdings (NASDAQ: LPLA) to $554.00 (from $557.00) while maintaining a Buy rating.
The analyst comments "We decreased our 3Q26/2026/2027/2028 EPS to $5.79/$23.86/$30.90/$36.94 from $6.03/$24.19/$31.06/$37.16 reflecting lower cash balances in 3Q26 as well as reduced sales-based commissions ($724M). Our $554 PO (previously $557) is based on a 15x multiple (unchanged) on 2028 EPS estimate. Reiterate Buy."

LPL Financial Holdings (LPLA) Reiterated at Market Outperform by Citizens Post Investor Meetings

Mon, 05 Oct 2026 04:21:27 -0400

Citizens analyst Devin Ryan reiterated a Market Outperform rating and $500.00 price target on LPL Financial Holdings (NASDAQ: LPLA).
The analyst commented, "Our recent investor meetings with LPL Financial in Boston reinforced our view that the company is approaching an important transition from integration-heavy execution toward its next period of growth. We hosted President and Chief Financial Officer, Matt Audette, Managing Director of Corporate Development, Treasury and Investor Relations, Brett Goodman, and Senior Vice President and Head of Investor Relations, Mike Adams. The conversations reinforced our conviction that the market is spending too much time on perceived disruption risks and not

Wells Fargo Starts LPL Financial Holdings (LPLA) at Overweight

Thu, 01 Oct 2026 16:14:39 -0400

Wells Fargo analyst Daniel Welden initiates coverage on LPL Financial Holdings (NASDAQ: LPLA) with a Overweight rating and a price target of $362.00.

For an analyst ratings summary and ratings history on LPL Financial Holdings click here. For more ratings news on LPL Financial Holdings click here.

Shares of LPL Financial Holdings closed at $305.80 yesterday.

LPL Financial Welcomes Lakewood Wealth Management

Wed, 30 Sep 2026 08:55:00 -0400

SAN DIEGO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Harrison Kennard, CFP®, Charles Dobben and Justin Pandy, CFP®, of Lakewood Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge.

Based in Ann Arbor, Mich., Lakewood Wealth Management serves successful professionals, families and retirees through a comprehensive planning approach centered on building long-term relationships. The team works with many multigenerational families, often helping

LPL Financial Welcomes Lakewood Wealth Management

Wed, 30 Sep 2026 08:55:00 -0400

SAN DIEGO, Sept. 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Harrison Kennard, CFP®, Charles Dobben and Justin Pandy, CFP®, of Lakewood Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge.

Based in Ann Arbor, Mich., Lakewood Wealth Management serves successful professionals, families and retirees through a comprehensive planning approach centered on building long-term relationships. The team works with many multigenerational families, often helping