SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and ...

With the transition to LPL, the team rebranded its practice from Lewellyn Financial Management to Lewellyn Wealth. Their refreshed logo features a stag, representing growth and protection ...

According to today’s release, the Lewellyns joined LPL after “extensive due diligence.” Scott Posner, LPL’s executive vice president of business development, welcomed the team, declaring LPL “a ...

Fintel reports that on January 6, 2025, UBS upgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from Neutral to ...

LPL Financial (NASDAQ:LPLA – Get Free Report) was upgraded by UBS Group from a “neutral” rating to a “buy” rating in a ...

Fintel reports that on January 7, 2025, JP Morgan upgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from ...

First Hawaiian Bank increased its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 47.9% ...

I am downgrading LPL Financial from a Buy to a Hold due to falling EPS estimates and the stock being fairly priced. Despite strong Q3 results and significant asset growth, the FY 2026 consensus ...

This, along with future rate cuts, will support LPL Financial’s advisory and brokerage assets, and transaction-based revenues. Also, higher profitability for the firms in general will lead to ...

SAN DIEGO, Jan. 13, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marcus S. Alexander, CPFA®, MBA, has joined LPL’s employee advisor channel, Linsco by LPL ...