LPL FINANCIAL HOLDINGS INC. Q1 2024 INVESTOR PRESENTATION Notice to Investors: Safe Harbor Statement Notice to Investors: Non-GAAP Financial Measures Gross profit is calculated as total revenue less advisory and commission expense; brokerage, clearing and exchange expense; and market fluctuations on employee deferred compensation. All other expense categories, including depreciation and amortization of property and equipment and amortization of other intangibles, are considered general and administrative in ...

LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $4.21 per share, beating the Zacks Consensus Estimate of $3.77 per share. This compares to earnings of $4.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.67%. A quarter ago, it was expected that this company would post earnings of $3.33 per share when it actually produced earnings of $3.51, delivering a surprise of 5.41%.Over the last four quarters, t ...

For Immediate Release LPL Financial Announces First Quarter 2024 Results Key Financial Results Key Business Results Key Capital and Liquidity Results *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures 1 • Net Income was $289 million, translating to diluted earnings per share ("EPS") of $3.83, down 10% from a year ago • Adjusted EPS* decreased 6% year-over-year to $4.21 ◦ Gross profit* increased 5% year-over-year to $1,066 ...

Wall Street analysts forecast that LPL Financial Holdings Inc. (LPLA) will report quarterly earnings of $3.77 per share in its upcoming release, pointing to a year-over-year decline of 16%. It is anticipated that revenues will amount to $2.68 billion, exhibiting an increase of 10.6% compared to the year-ago quarter.The current level reflects an upward revision of 0.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively ...

SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughou ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? LPL Financial Holdings Inc. (LPLA) , which belongs to the Zacks Financial - Investment Bank industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.79%.For the most rec ...

SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment planning an ...

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $415 million in advisory, brokerage and retirement plan assets*, and join LPL from PNC Investments. With the move, the team – which shares more than 75 ...

SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $820 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Midland, Texas, the father of three is a third generation Midlander with deep ...

SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro "Alex" De Leon and Robert "Bob" Gorman have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors.   Headquartered in Corpus Christi, Texas, De Leon and Gorman were colleagues in the same office for years before deciding to team up to star ...