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LPL Financial Holdings Inc.
Insider Katharine Reeping of LPL Financial Holdings Inc. reported a change in beneficial ownership of securities effective September 11, 2026. This filing serves as a standard disclosure of equity transactions by an insider under Form 4.…more
LPL Financial Holdings Inc.
Katharine Reeping, an insider at LPL Financial Holdings Inc., has filed an SEC Form 144 to report the proposed sale of company shares. This filing indicates an insider sale of equity holdings.…more
LPL Financial Holdings Inc.
Insider Emily Field of LPL Financial Holdings Inc. reported a change in beneficial ownership of securities as of September 5, 2026. This filing serves as the official disclosure of the insider's equity transaction via Form 4.…more
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LPL Financial Adds Kinetic Wealth to Independent Advisor Network
LPL Financial has added Kinetic Wealth, which manages approximately $300 million in assets, to its independent advisor network. This move aligns with the firm's ongoing strategy to expand its advisor base and support independent wealth management practices.…more
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LPL Financial has onboarded Prince Financial Services, a firm managing approximately $1 billion in advisory and brokerage assets. This move aligns with LPL's ongoing strategy to expand its wealth management network.…more
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LPL Financial has recruited Economos Private Wealth, a firm previously affiliated with Merrill Lynch, into its independent advisor network. The move adds approximately $580 million in advisory and brokerage assets to LPL's platform.…more
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