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LPL Welcomes ClearHaven Wealth Management to Linsco

Tue, 01 Sep 2026 08:55:00 -0400

SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.

Based in Minnesota, ClearHaven Wealth Management serves high-net-worth individuals and families, many of whom represent multigenerational client relationships spanning decades. The team primarily works with clients

LPL Welcomes ClearHaven Wealth Management to Linsco

Tue, 01 Sep 2026 08:55:00 -0400

LPL Financial Holdings (LPLA) PT Raised to $377 at TD Cowen

Tue, 01 Sep 2026 07:39:15 -0400

TD Cowen analyst Bill Katz raised the price target on LPL Financial Holdings (NASDAQ: LPLA) to $377.00 (from $372.00) while maintaining a rating.

Truist Securities Starts LPL Financial Holdings (LPLA) at Hold

Tue, 01 Sep 2026 06:27:42 -0400

Truist Securities analyst David Smith initiates coverage on LPL Financial Holdings (NASDAQ: LPLA) with a Hold rating.

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 $370.14 yesterday.

Form 144 LPL Financial Holdings Filed by: Jambusaria Aneri

Thu, 27 Aug 2026 10:02:00 -0400

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Form 144 LPL Financial Holdings Filed by: Jambusaria Aneri

Thu, 27 Aug 2026 10:02:00 -0400

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LPL Financial Welcomes Preferred Financial Group

Tue, 25 Aug 2026 08:55:00 -0400

SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.

Based in the Battle Creek and Kalamazoo, Mich. areas, Preferred Financial Group serves clients through a relationship-driven approach rooted in accessibility, value and personal service. The father-son team has worked together since 2014, bringing a multigenerational perspective to

LPL Financial Welcomes Preferred Financial Group

Tue, 25 Aug 2026 08:55:00 -0400

LPL Financial names Jonathan Lewis as chief technology officer

Mon, 24 Aug 2026 16:05:52 -0400

LPL Financial Holdings Inc. (Nasdaq: LPLA) has appointed Jonathan Lewis as managing director and chief technology and information officer, the company announced. Lewis will lead technology domains including architecture, engineering, infrastructure, and development, reporting to Greg Gates.

Gates, who previously held the title of chief technology officer, assumes the broader role of group managing director and chief product and technology officer.

Lewis joins LPL Financial from Wells Fargo, where he served as head of digital and trading technology for wealth management. Before that, he held the position of head of asset management technology at J.P. Morgan. He brings more than two decades

LPL Financial names Jonathan Lewis as chief technology officer

Mon, 24 Aug 2026 16:05:52 -0400

Gates, who previously held the title of chief technology officer, assumes the broader role of group managing director and chief product and technology officer.

LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

Mon, 24 Aug 2026 16:05:00 -0400

Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements

SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development. He will report to Greg Gates, who assumes the broader title of group managing director, chief product and technology officer.

LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

Mon, 24 Aug 2026 16:05:00 -0400

Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements

LPL Financial Welcomes Conte Wealth Advisors, LLC

Mon, 24 Aug 2026 08:55:00 -0400

SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research.

Headquartered outside of Harrisburg, Pa. in Camp Hill, Conte Wealth Advisors, LLC is a third-generation family-owned firm led by financial advisor Tony Conte, CFP®, CEPA®. The practice traces its roots back to Tony's grandfather, Sam Conte, who entered the

LPL Financial Welcomes Conte Wealth Advisors, LLC

Mon, 24 Aug 2026 08:55:00 -0400

Form 4 LPL Financial Holdings For: Aug 20 Filed by: Gates Greg

Fri, 21 Aug 2026 16:09:00 -0400

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Form 4 LPL Financial Holdings For: Aug 20 Filed by: Gates Greg

Fri, 21 Aug 2026 16:09:00 -0400

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LPL Financial Reports Monthly Activity for July 2026

Thu, 20 Aug 2026 16:05:00 -0400

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026.

Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago.

Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate.

Total client cash balances at the end of July

LPL Financial Reports Monthly Activity for July 2026

Thu, 20 Aug 2026 16:05:00 -0400

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026.

Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate.

Total client cash balances at the end of July

Form 144 LPL Financial Holdings Filed by: Gates Greg

Thu, 20 Aug 2026 14:55:00 -0400

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Form 144 LPL Financial Holdings Filed by: Gates Greg

Thu, 20 Aug 2026 14:55:00 -0400

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LPL Financial Welcomes McCutchen Wesson Wealth Advisors

Thu, 20 Aug 2026 08:55:00 -0400

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

The advisors are based in Marion, Ark., which is near Memphis, Tenn. and have over 30 years of combined experience. McCutchen Wesson Wealth Advisors serves a diverse client base throughout the Mid-South, including business owners, professionals, retirees

LPL Financial Welcomes McCutchen Wesson Wealth Advisors

Thu, 20 Aug 2026 08:55:00 -0400

LPL Financial Welcomes Advisor Chris Stockton

Tue, 18 Aug 2026 08:55:00 -0400

SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

Based in Stillwater, Okla., Stockton is the founder of Guidepost Wealth Management and brings seven years of industry experience serving individuals, families, business owners and retirees. A graduate of Oklahoma State University with degrees in finance and management, Stockton built his practice around a simple philosophy:

LPL Financial Welcomes Advisor Chris Stockton

Tue, 18 Aug 2026 08:55:00 -0400

Form SCHEDULE 13G LPL Financial Holdings Filed by: Janus Henderson Group Ltd.

Thu, 13 Aug 2026 12:31:00 -0400

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