Retireful LLC Makes New $1.46 Million Investment in LPL Financial ...

22 hours ago · Retireful LLC bought a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA - Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 4,460 shares of the financial services provider's stock, valued …

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Retireful LLC Makes New $1.46 Million Investment In LPL Financial ...

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marketbeat.com

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Retireful LLC Takes $1.46 Million Position In Workday, Inc

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22 hours ago · New Millennium Group LLC lifted its holdings in Workday by 177.4% in the 3rd quarter. New Millennium Group LLC now owns 147 shares of the software maker's stock worth …

marketbeat.com

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LPL Financial To Pay $18M Fine For Anti-Money Laundering Failures

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22 hours ago · By Adriano Marchese. LPL Financial Holdings has agreed to pay an $18 million fine and to improve its anti-money laundering program to settle charges from the U.S. …

marketwatch.com

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LPL, Ex-CEO Arnold, Reach $12 Million Compensation Settlement

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Dec 9, 2024 · It was a punishing end to Arnold, 59, who became CEO of LPL Financial Holdings at the start of 2017 and managed the firm, now with more than 22,000 financial advisors, to …

investmentnews.com

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Maintaining Our $314 Fair Value For LPL Financial After

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Oct 1, 2024 · We think LPL’s financial strength is adequate. At the end of 2023, the company had $3.7 billion of long-term debt compared with $2.1 billion of shareholders' equity.

morningstar.com

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LPL Financial Beats Expected Earnings Helped By Record $26B …

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Oct 30, 2024 · The firm reported its results late Wednesday revealing that net Income was $255 million, translating to diluted earnings per share of $3.39, up 16% from a year ago. Adjusted …

investmentnews.com

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RETIREFUL, LLC Top 13F Holdings - WhaleWisdom.com

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Retireful is based out of Haslett. Retireful is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $244,502,091 (Form ADV from 2024-03-21). Their last …

whalewisdom.com

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LPL Nears $18 Million SEC Settlement Over Anti-Money …

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Oct 31, 2024 · Steinmeier and LPL’s President and Chief Financial Officer Matthew Audette, whose role expanded due to Arnold’s ousting, reported a slightly slower year-over-year growth …

advisorhub.com

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LPL Financial To Pay Civil Penalty Of $18M To Settle SEC Charges

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22 hours ago · The Securities and Exchange Commission announced charges against broker-dealer and investment adviser LPL Financial (LPLA) for multiple failures related to its anti …

businessinsider.com

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Retireful, LLC Profile And Investing Strategy - GuruFocus.com

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View information on Retireful, LLC, Retireful, LLC's fund, past performances, historical stock allocations and more. ... 66 Stocks (39 new) Value $135.00 Mil Turnover 52 % Countries: Top …

gurufocus.com

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Retireful LLC Makes New $2.06 Million Investment In Garmin Ltd.

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Sep 1, 2024 · Retireful LLC has invested approximately $1.06 million in Garmin Ltd. (NYSE:GRMN) during the second quarter, acquiring 12,625 shares, as revealed in its 13F …

longportapp.com

FAQs about Retireful LLC Makes New $1.46 Million Investment in LPL Financial ... Coupon?

How did LPL Financial perform in the first quarter 2023?

Learn more. LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today announced results for its first quarter ended March 31, 2023, reporting net income of $339 million, or $4.24 per share. This compares with $134 million, or $1.64 per share, in the first quarter of 2022 and $319 million, or $3.95 per share, in the prior quarter. ...

Who owns LPL Financial?

Dan Arnold SAN DIEGO – September 21, 2023 – LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2023. ...

Why did LPL pay a $18 million fine?

By Adriano Marchese LPL Financial Holdings has agreed to pay an $18 million fine and to improve its anti-money laundering program to settle charges from the U.S. securities watchdog. ...

What happened to LPL Financial Holdings?

With the ticker LPLA, LPL Financial Holdings saw its stock price make a spectacular rise under Arnold, from close to $36 per share at the time he was promoted to chief executive in 2017 to close to $230 on Oct. 1, an increase of more than six times, when he was fired for cause by LPL’s board after an investigation into his conduct. ...

What did the SEC charge LPL Financial?

The Securities and Exchange Commission announced charges against broker-dealer and investment adviser LPL Financial (LPLA) for multiple failures related to its anti-money laundering program. To resolve the SEC’s charges, LPL agreed to pay a civil penalty of $18M and to implement improvements to its AML policies and procedures. ...

Does LPL Financial have a competitive advantage?

LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for January 2024. “We have a true competitive advantage moving to LPL, a publicly traded Fortune 500 Company that offers integrated best-in-class technology.” – Cubby Bice ...