Matthew Audette; Chief Financial Officer, Principal Accounting Officer; LPL Financial Holdings Inc Steven Chubak; Analyst; Wolfe Research Alexander Blostein; Analyst; Goldman Sachs & Company ...
Good afternoon and thank you for joining the Fourth Quarter 2024 Earnings Conference Call for LPL Financial ... see their 360 view of that client all in one place, open accounts in one place ...
LPL Financial, a financial services firm with ... to meet its own anti-laundering policies by not properly verifying new accounts and did not timely close accounts for customers who did not ...
Client cash balances as a percentage of total assets were 3.2%, up from 2.9% in the prior quarter and down from 3.6% a year ago Key Capital and Liquidity Results: Full Year 2024 Key Financial Results: ...
LPL Financial saw its net new asset haul surge ... up by nearly 30% year over year to $1.7 trillion. Assets in advisory accounts rose by 30% year over year to $957 billion. Those assets ...
SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial’s broker ...