LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $3.94 per share a year ago. These figures are adjusted for non-recurring items. Over the last four quarters, the company has surpassed consensus EPS estimates four times. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's c ...

Investor Relations investor.relations@lplfinancial.com 2 These and any other statements that are not related to present facts or current conditions, or that are not purely historical, constitute forward-looking statements. They reflect the Company's expectations and objectives as of July 25, 2024 and are not guarantees that expectations or objectives expressed or implied will be achieved. The achievement of such expectations and objectives involves risks and uncertainties that may cause actual results, leve ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider LPL Financial Holdings Inc. (LPLA) . This company, which is in the Zacks Financial - Investment Bank industry, shows potential for another earnings beat. This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 8.5 ...

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 ...

Core Insights - LPL Financial LLC has welcomed financial advisors Justin Gore and Michael Fusco, who have launched a new independent practice named Integrity Financial Group, managing approximately $475 million in advisory, brokerage, and retirement plan assets [1][6] Group 1: Company Overview - LPL Financial serves nearly 23,000 financial advisors and operates with approximately 1,100 institutions and 570 registered investment advisor firms across the United States [4] - The company emphasizes an advisor-mediated model, allowing advisors the freedom to choose their business model, services, and technology resources [4] Group 2: New Practice Launch - Integrity Financial Group aims to provide a client-first approach, focusing on understanding individual financial situations, risk tolerances, and aspirations before making customized recommendations [2] - The rebranding from MG Private Financial to Integrity Financial Group reflects the advisors' commitment to treating clients with integrity [8] Group 3: Advisor Background - Justin Gore has 26 years of experience in financial services, specializing in retirement strategies, estate planning, and tailored financial planning [7] - Michael Fusco has 12 years of experience in wealth management and investment strategies for individuals and businesses [7] Group 4: Strategic Partnership - The move to LPL Financial is strategic for Integrity Financial Group, providing the freedom and flexibility to serve clients without proprietary product mandates [2] - LPL Financial's integrated platform offers access to a variety of investment products, services, and the latest technology and research, enhancing client service [9]

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 ...