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LPL Financial Earns Spot Among 2021 Fortune 500 List

Retrieved on: 
Thursday, June 3, 2021

SAN DIEGO, June 03, 2021 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced its inclusion in the 2021 Fortune 500 ranking for the first time in the companys history.

Key Points: 
  • SAN DIEGO, June 03, 2021 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced its inclusion in the 2021 Fortune 500 ranking for the first time in the companys history.
  • LPLs inaugural appearance on the Fortune 500 list is a reflection of the companys accelerated growth over the last few years.
  • LPL was founded in 1989 to support independent financial advisors, guided by a belief that Americans deserve access to objective advice from a trusted financial advisor.
  • For the complete 2021 Fortune 500 list, visit http://fortune.com/fortune500 .

LPL Financial and Gladstone Wealth Partners Welcome Platinum Wealth Advisors

Retrieved on: 
Thursday, May 6, 2021

b'CHARLOTTE, N.C., May 06, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Michael Cuttita has joined LPL Financial\xe2\x80\x99s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Partners, a large enterprise supporting LPL-affiliated advisors.

Key Points: 
  • b'CHARLOTTE, N.C., May 06, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Michael Cuttita has joined LPL Financial\xe2\x80\x99s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Partners, a large enterprise supporting LPL-affiliated advisors.
  • He joins LPL from Merrill Lynch.\nWith 24 years of experience in the financial services industry, Cuttita delivers a client-first approach to wealth management, understanding that no two individuals are the same.
  • Today, LPL is a leader** in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
  • We routinely disclose information that may be important to shareholders in the \xe2\x80\x9cInvestor Relations\xe2\x80\x9d or \xe2\x80\x9cPress Releases\xe2\x80\x9d section of our website.\nPlatinum Wealth Advisors, Gladstone Wealth Partners, Gladstone Institutional Advisory, LLC and LPL Financial are separate entities.\n'

19 LPL Financial Advisors Named 2021 Forbes Top Women Advisors

Retrieved on: 
Wednesday, March 31, 2021

CHARLOTTE, N.C. , March 31, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today recognizes 19 LPL-affiliated advisors have been included in this years list of Forbes Top Women Wealth Advisors in the nation.

Key Points: 
  • CHARLOTTE, N.C. , March 31, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today recognizes 19 LPL-affiliated advisors have been included in this years list of Forbes Top Women Wealth Advisors in the nation.
  • This is a prestigious list of highly successful women advisors and I congratulate them on behalf of the entire LPL family, said Angela Xavier, LPL executive vice president, Independent Advisor Services.
  • These women advisors demonstrate a strong commitment to clients, providing meaningful insights and hands-on service as they help them work toward their financial goals and dreams.
  • Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.

LPL Financial Welcomes The Fox Alliance

Retrieved on: 
Thursday, March 11, 2021

CHARLOTTE, N.C., March 11, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that The Fox Alliance has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., March 11, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that The Fox Alliance has joined LPL Financials broker-dealer, corporate registered investment advisor (RIA) and custodial platforms.
  • Based in Austin, Texas, The Fox Alliance started as a one-man operation when financial advisor Bill Fox founded the business in 1986.
  • In addition to Bill as founder, The Fox Alliance is led by Managing Partners Holden Fox and Josh Renfro.
  • The Fox Alliance and LPL Financial are separate entities.

LPL Financial Attorneys Selected for Legal Industry DEI Fellowship

Retrieved on: 
Tuesday, March 9, 2021

CHARLOTTE, N.C., March 09, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA)today announced that two LPL attorneys have been chosen for the Leadership Council on Legal Diversitys (LCLD) 2021 Fellows Program.

Key Points: 
  • CHARLOTTE, N.C., March 09, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA)today announced that two LPL attorneys have been chosen for the Leadership Council on Legal Diversitys (LCLD) 2021 Fellows Program.
  • Erin Ogburn and Michael Wang join this years council of attorneys to further LCLDs mission to create a more diverse and inclusive legal profession.
  • I am excited to see LPL continue to prioritize these initiatives and opportunities for growth and development.
  • LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.

LPL Financial Earns Another Perfect Score in HRC’s Annual Corporate Equality Index

Retrieved on: 
Monday, February 1, 2021

We are encouraged to again receive a perfect score on HRCs Corporate Equality Index, said LPL Managing Director and Chief Human Capital Officer Sallie Larsen.

Key Points: 
  • We are encouraged to again receive a perfect score on HRCs Corporate Equality Index, said LPL Managing Director and Chief Human Capital Officer Sallie Larsen.
  • We are honored that LPL has once again scored 100 percent on the HRC Corporate Equality Index.
  • LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market, the nations largest independent broker-dealer** and a leading custodian (or provider of custodial services) to RIAs.
  • Throughout this communication, the terms financial advisors and advisors are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.