UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delaware 20-3717839 4707 Executive Drive, San Diego, California 92121 (Address of principal executive offices) (Zip Code) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...

SAN DIEGO, May 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mitchell "Mitch" and Wesley "Wes" McCann have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $240 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise. With the move, the father and son team launch Guardian Partners Wealth Management, an independent financial practice based in the Detroit suburb of Bloomfield Hills, ...

LPL Financial’s (LPLA) first-quarter 2024 adjusted earnings of $4.21 per share handily outpaced the Zacks Consensus Estimate of $3.77. The bottom line, however, reflects a decline of 6% year over year.Results benefited from robust improvement in revenues, partly offset by an increase in expenses. LPLA recorded growth in brokerage and advisory assets, which acted as a tailwind.After considering certain non-recurring items, net income was $268.8 million or $3.83 per share, down from $338.9 million or $4.24 pe ...

SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Cambridge. Heisterkamp, an advisor since 1998, built the Jefferson, Iowa-based practice from the ground up after an initial career as a high school economics teacher. Nee ...

For the quarter ended March 2024, LPL Financial Holdings Inc. (LPLA) reported revenue of $2.83 billion, up 17.2% over the same period last year. EPS came in at $4.21, compared to $4.49 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.68 billion, representing a surprise of +5.89%. The company delivered an EPS surprise of +11.67%, with the consensus EPS estimate being $3.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

LPL FINANCIAL HOLDINGS INC. Q1 2024 INVESTOR PRESENTATION Notice to Investors: Safe Harbor Statement Notice to Investors: Non-GAAP Financial Measures Gross profit is calculated as total revenue less advisory and commission expense; brokerage, clearing and exchange expense; and market fluctuations on employee deferred compensation. All other expense categories, including depreciation and amortization of property and equipment and amortization of other intangibles, are considered general and administrative in ...

LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $4.21 per share, beating the Zacks Consensus Estimate of $3.77 per share. This compares to earnings of $4.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.67%. A quarter ago, it was expected that this company would post earnings of $3.33 per share when it actually produced earnings of $3.51, delivering a surprise of 5.41%.Over the last four quarters, t ...

For Immediate Release LPL Financial Announces First Quarter 2024 Results Key Financial Results Key Business Results Key Capital and Liquidity Results *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures 1 • Net Income was $289 million, translating to diluted earnings per share ("EPS") of $3.83, down 10% from a year ago • Adjusted EPS* decreased 6% year-over-year to $4.21 ◦ Gross profit* increased 5% year-over-year to $1,066 ...

Wall Street analysts forecast that LPL Financial Holdings Inc. (LPLA) will report quarterly earnings of $3.77 per share in its upcoming release, pointing to a year-over-year decline of 16%. It is anticipated that revenues will amount to $2.68 billion, exhibiting an increase of 10.6% compared to the year-ago quarter.The current level reflects an upward revision of 0.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively ...

SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughou ...