The current level reflects a downward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights. Analysts forecast 'Revenue- Advisory' to reach $1.26 b ...

SAN DIEGO, July 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alex Williams, CFP®, has joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Olympia, Wash., Williams is a 25-year veteran of the financial services industry and past regional leader who enjoys putting t ...

SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil "Sid" Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and Operations. In his role, Vyas will oversee the stability and reliability of LPL's operating platforms. He reports to Greg Gates, Managing Director, Chief Technology and Information Officer, and is based at LPL's Fort Mill campus in South Carolina. Vyas joins LPL from Mizuho Americas where he most recently served as chi ...

SAN DIEGO, July 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors with Summit Planning Group have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported having served approximately $750 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. Founded in 1995, Summit Planning Group brings together a diverse group of advisors with backgrounds in accounting, finance, tax and investments who work together to add ...

SAN DIEGO, July 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Gore, J.D., and Michael Fusco, CRPC®, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, Integrity Financial Group. They reported serving approximately $475 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. "We are committed to providing clients with the highest level of service," Fusco said. "We take a ...

SAN DIEGO, July 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors Dan Countiss and Olivia Countiss CEPA, AAMS, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, Countiss Wealth Management. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. The team turned to LPL for improved financial planning services, greater in ...

SAN DIEGO, July 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. "We are a family team committed to helping other families, and it all starts with thorough planning and a deep understan ...

SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The First Summit advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets* and join LPL from PNC Investments. The team provides personalized investment strategies ...

SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial's broker-dealer, RIA and custodial platforms, teaming up with existing firm Bergkamp Financial. She reported having served approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. "I wanted to provide more services and go farther," Qualls said. "I knew that I'd need to work with a team that had differen ...

LPL Financial's (LPLA) total brokerage and advisory assets were $1.46 trillion at the end of May 2024, increasing 3.6% from the prior month and 23.1% year over year. The rise in the company's asset balance from April 2024 was mainly driven by a robust market performance. Total net new assets (NNAs) were $11.2 billion in the reported month. NNAs were $12 billion in April 2024 and included $5 billion of acquired NNAs from the acquisition of Crown Capital. Notably, in May 2023, NNAs were $8.1 billion. LPL Fina ...