Company intelligence
LPL Financial
Empowering financial advisors to deliver personalized advice to all who need it.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org
Verified activity
Signals from LPL Financial
54 published signals
People
LPL Financial promoted Branson McCoy to Vice President, Technology Program Delivery & Engineering.
Reported by Branson McCoy
Presence & Recognition
LPL Financial co-chairs an event with Ryder Pierce, CFA on September 28th at PV.
Reported by Keith McGeorge
People
LPL Financial employees have used their 16 paid volunteer time off hours at food banks near their campuses including Jacobs & Cushman San Diego Food Bank, Second Harvest Food Bank of Metrolina, and NY Common Pantry.
Reported by Michael Silverio
Strategy & Corporate Development
LPL Financial announced that a top analyst sets jaw-dropping broadband stock.
Reported by Neal O Sullivan
Presence & Recognition
LPL Financial celebrated the workers, entrepreneurs, and businesses that help our communities thrive in observance of Labor Day.
Reported by Dr. John Colegrove, CFP®
Presence & Recognition
LPL Financial awarded the API Champion Award to Prakasam Venkatachalam.
Reported by Prakasam Venkatachalam
Research & Knowledge
LPL Financial published its Weekly Market Performance for the week of August 10, 2026, highlighting July inflation data, the latest AI headlines, and commodity market moves.
Reported by Andrew Bettinson, AAMS™, CRPC™, ABFP™
Research & Knowledge
LPL Financial reported its weekly market performance for the week of August 31, 2026, highlighting choppy trading for stocks, higher Treasury yields, and mixed commodity markets.
Reported by Jeremy Thigpen
Presence & Recognition
LPL Financial announced that Henry Zabarsky will join LPL Advocate 2026 in Washington, D.C., September 14–17 at the Conrad Advisors event.
Reported by Henry Zabarsky
Strategy & Corporate Development
LPL Financial announced that it will be participating in the 2026 Roth activity.
Reported by Neal O Sullivan
Products & Services
LPL Financial launched a product dreamed up by Vaughn Baker and delivered by the Cyan team in production.
Reported by Kimberly Thies
Research & Knowledge
LPL Financial published LPL Research analyzing adjustments to headline free cash flow measurements to better reflect owner economics.
Reported by Jeremy Thigpen
Research & Knowledge
LPL Financial published its Weekly Market Performance for the week of August 31, 2026, highlighting choppy trading for stocks, higher Treasury yields, and mixed commodity markets.
Reported by Jeffrey C. Drury, CFP®, LUTCF®, MDRT®
Research & Knowledge
LPL Financial published a research article by Joanna Kanakis titled 'Insurance executives: your next growth engine may already be inside your organization' explaining how insurance organizations can stand up or expand a wealth business with infrastructure, technology, and training.
Reported by Steve Donohue
Research & Knowledge
LPL Financial reported its weekly market performance for the week of August 31, 2026, highlighting choppy trading for stocks, higher Treasury yields, and mixed commodity markets.
Reported by Li Tian 田俐, Ph.D, CFP®
Research & Knowledge
LPL Financial published its Weekly Market Performance for the week of August 31, 2026, highlighting choppy trading for stocks, higher Treasury yields, and mixed commodity markets.
Reported by Vincent Jacobs
Products & Services
LPL Financial launched GPT-6 Astra, the first model OpenAI rates 'Critical' for cyber capability under its Preparedness Framework.
Reported by Joseph Pearson
Research & Knowledge
LPL Financial published its Weekly Market Performance for the week of August 17, 2026, highlighting bond market volatility, dented global risk appetite, and commodity market moves.
Reported by Andrew Bettinson, AAMS™, CRPC™, ABFP™
Presence & Recognition
LPL Financial participated in the LPLFocus Expo on the Expo floor.
Reported by Matthew Enyedi
Research & Knowledge
LPL Financial noted that oil retreated after job data pointing to inflationary pressures riled the equity markets.
Reported by Mounir Ghaly, MIM, CFP®, CMT
Research & Knowledge
LPL Financial Research discusses what is driving a rise in French government bond yields and what this may mean for global bond markets.
Reported by Jeremy Thigpen
Research & Knowledge
LPL Financial published LPL Research analyzing adjustments to headline free cash flow measurements to better reflect owner economics.
Reported by Jeffrey C. Drury, CFP®, LUTCF®, MDRT®
Research & Knowledge
LPL Financial published LPL Research analyzing adjustments to headline free cash flow measurements to better reflect owner economics.
Reported by Vincent Jacobs
Research & Knowledge
LPL Financial published LPL Research analyzing adjustments to headline free cash flow measurements to better reflect owner economics.
Reported by Li Tian 田俐, Ph.D, CFP®