LPL Financial Holdings Inc. LPLA

LPL Financial Holdings Inc. es una empresa corredora de bolsa que proporciona una plataforma de servicios de corretaje y asesoramiento de inversiones a asesores financieros independientes y asesores financieros en instituciones financieras en los Estados Unidos. La Compañía ofrece su tecnología y servicio a los asesores a través de una plataforma tecnológica basada en la nube y accesible a través de la web. La Compañía ofrece una plataforma personalizable de tecnología integrada, plataformas de corretaje y asesoramiento, capacidades digitales, servicios de compensación y cumplimiento, soluciones empresariales y recursos estratégicos de crecimiento. Automatiza procesos que consumen mucho tiempo, como la apertura y gestión de cuentas, la imagen de documentos, la ejecución de transacciones y el reequilibrio de cuentas. Los productos de la Compañía incluyen inversiones alternativas, anualidades, productos negociados en bolsa, productos basados en seguros, fondos mutuos, productos de planes de jubilación, cuentas administradas por separado, productos estructurados y fondos de inversión en valores.

Con 3 acciones de LPLA (USD 949,12) habrías recibido USD 3,60 en dividendos en los últimos 12 meses.

• GlobeNewswire Inc. 24 sept

  LPL Financial Welcomes Trio of Independent Texas Advisors

  LPL Financial announced that three independent financial advisory firms from Texas—Burnett Financial Services, Fowler Investment Services, and Carlile Investment Services—have joined its broker-dealer and RIA platforms. The three firms collectively manage approximately $430 million in assets and were previously affiliated with Raymond James. The advisors cited LPL's technology, platform familiarity, and advisor-focused culture as key reasons for the move.

  

• GlobeNewswire Inc. 15 sept

  LPL Financial Welcomes Horizon Wealth Management Group

  Three financial advisors from Horizon Wealth Management Group, managing approximately $385 million in assets, have joined LPL Financial's broker-dealer and RIA platforms from Wells Fargo Advisors Financial Network. The Wichita-based firm specializes in retirement planning and comprehensive financial guidance for retirees and pre-retirees, citing LPL's advanced technology, financial planning capabilities, and dedicated service model as key reasons for the move.

  

• GlobeNewswire Inc. 25 ago

  LPL Financial Welcomes Preferred Financial Group

  Pat and James Gilbert of Preferred Financial Group, a father-son team managing approximately $230 million in assets, have joined LPL Financial's broker-dealer and RIA platforms. The team, with nearly 50 years of combined experience, selected LPL for its technology, scale, and streamlined operations to better serve clients and support future growth.

  

• GlobeNewswire Inc. 24 ago

  LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

  LPL Financial announced that Jonathan Lewis has joined as managing director and chief technology and information officer, bringing over two decades of experience from Wells Fargo and J.P. Morgan. Lewis will lead technology domains including architecture, engineering, and infrastructure, reporting to Greg Gates, who assumes the expanded title of group managing director, chief product and technology officer. The appointment reflects LPL's focus on enhancing its LPL Latitude technology platform and advancing AI and platform modernization initiatives.

  

• GlobeNewswire Inc. 6 ago

  LPL and Private Advisor Group Welcome Paxel Financial Consulting

  Paxel Financial Consulting, a firm managing approximately $300 million in assets and founded in 1989, has joined LPL Financial's broker-dealer and RIA platform. The team, led by Founder Chin Po, will leverage Private Advisor Group's infrastructure to support their growth. The move was motivated by LPL's technology, flexibility, and resources to enhance client experience while maintaining independent advisory services.