SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets* and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services. Based in San Antonio, Comp ...

SAN DIEGO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company"), today released its monthly activity report for July 2024. Total advisory and brokerage assets at the end of July were $1.53 trillion, an increase of $31.5 billion, or 2.1%, compared to the end of June 2024. Total net new assets for July were $9.0 billion, translating to a 7.2% annualized growth rate. This included $0.6 billion of assets th ...

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial's broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic. Headquartered in Lutherville, Md., Academy Financial was founded in 1992 by U.S. Military Academy g ...

SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial's supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C. ...

SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and join LPL from Lincoln, now part of Osaic. The Atlanta-based advisors are ...

SEOUL, South Korea, Aug. 13, 2024 /PRNewswire/ -- LG Display, the world's leading innovator of display technologies, will participate in K-Display 2024 at COEX in Seoul for three days from August 14 to unveil its differentiated OLED technology competitiveness. Now in its 23rd year, K-Display 2024 is the largest specialized exhibition for the display industry in Korea, organized by the Korea Display Industry Association. LG Display to Showcase Host of OLED Innovations for Large and Automotive Applications at ...

Core Insights - LPL Financial aims to enhance the success of financial advisors and institutions by providing personalized support, innovative technology, and growth planning [1][2]. Business Solutions Expansion - LPL has expanded its suite of business solutions from three to 14 services over the past six years, with plans to reach 20 by year-end, co-designed with advisors to tackle common challenges [3]. Advisor Performance Insights - Research indicates that the top 10% of LPL advisors, who utilize at least two core functions like marketing or administration, earn three times more revenue than their peers while working similar hours [4]. New Services Introduction - LPL has introduced new Payroll and HR Solutions to address talent management needs, providing comprehensive support from setup to ongoing guidance [5][6]. - A Tech Consulting service has been launched to help advisors optimize their technology setups, addressing the dissatisfaction of 48% of advisors with their current technology [7][8]. - The Chief Investment Officer service offers advisors access to dedicated investment expertise, enhancing their strategies and client interactions [9]. - The LPL Growth Program provides personalized coaching to help advisors achieve their growth objectives through tailored sessions [10]. - A new Digital Marketing Platform is designed to improve client engagement through personalized communication across various digital channels [11]. Capital Support for Advisors - LPL Capital Partners is committed to providing capital for growth, liquidity, and succession planning, ensuring advisors can maintain client relationships and legacy [12]. Company Overview - LPL Financial serves over 23,000 financial advisors and is dedicated to supporting an advisor-mediated model, allowing advisors the freedom to choose their business model and services [14].

SAN DIEGO, Aug. 12, 2024 (GLOBE NEWSWIRE) -- The first full day of LPL Financial LLC's annual flagship conference, Focus 2024, is under way at the San Diego Convention Center today. Renowned throughout the wealth management industry, LPL's Focus conference convenes one of the largest gatherings of financial advisors and industry professionals and curates content and experiences from LPL's broad portfolio of offerings as well as from leading partners in financial technology, services and products. The LPL co ...

SAN DIEGO, Aug. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC's annual flagship conference, Focus 2024, kicked off today at the San Diego Convention Center, the beginning of three dynamic days of learning and networking for financial professionals and institutions of all types and sizes. LPL's Focus conference, one of the largest in-person gatherings of financial advisors and industry influencers, brings together curated content from leading wealth management professionals, fintech partners and investment ...

Core Insights - LPL Financial LLC has welcomed financial advisors George Englert, Kevin Englert, and Carrie Hughes, who bring approximately $170 million in advisory, brokerage, and retirement plan assets from Avantax [1][5] - The move to LPL is part of Englert Financial's strategic plan to enhance technology and provide more personalized services to clients [7] Company Overview - LPL Financial is a leading firm serving over 23,000 financial advisors and approximately 1,000 institutions, emphasizing an advisor-mediated model that allows for personalized client guidance [8] - The firm is committed to providing independent solutions tailored to the needs of advisors, enabling them to manage client relationships effectively [8] Advisor Insights - George Englert emphasized the importance of a team approach to deliver comprehensive financial planning services tailored to each client's unique needs [2] - Carrie Hughes highlighted LPL's best-in-class technology and innovative resources, which will enhance client experiences and allow the team to focus on personalized investment planning [3] - Kevin Englert expressed excitement about the growth opportunities at LPL, noting the stability and confidence that come with being part of a Fortune 500 company [8] Firm Background - Englert Financial, based in Springfield, Virginia, was founded by George Englert, who has extensive experience working with government agencies [6] - The team includes Kevin Englert, who joined in 2011, and Carrie Hughes, who has a diverse background in wealth management and project management [6]