Mountain America Investment Services Welcomes Lucas Montes as Newest Wealth Advisor [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.lpl.com
Company Research
Source: Yahoo! Finance
Montes joins Mountain America Investment Services from Fidelity Investments, where he developed a strong track record of helping clients navigate complex financial landscapes. His fluency in both English and Spanish will be a significant asset to the West Valley branch, providing personalized wealth management services to the growing Hispanic community. “We are thrilled to welcome Lucas to the team,” said Chad Waddoups, vice president of wealth management. “His expertise combined with his bilingual skills will allow us to enhance the level of service we offer to our diverse clientele. We believe his experience and dedication will make a great impact here.” As a wealth advisor, Montes will offer clients guidance on retirement planning, investment strategies, and comprehensive financial planning, with a focus on building long-term relationships. Montes attended Utah Valley University studying business administration and personal financial planning, graduating with his bachelor's
Show less
Read more
Impact Snapshot
Event Time:
LPLA
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
LPLA alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
LPLA alerts
High impacting LPL Financial Holdings Inc. news events
Weekly update
A roundup of the hottest topics
LPLA
News
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target lowered by analysts at Citigroup Inc. from $325.00 to $285.00. They now have a "buy" rating on the stock.MarketBeat
- New PCE reading supports case for smaller Fed rate cut in November [Yahoo! Finance Canada]Yahoo! Finance Canada
- New PCE reading supports case for smaller Fed rate cut in November [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes GreenPoint Wealth Management [Yahoo! Finance]Yahoo! Finance
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $289.00 to $271.00. They now have a "buy" rating on the stock.MarketBeat
LPLA
Earnings
- 7/25/24 - Beat
LPLA
Sec Filings
- 9/16/24 - Form 4
- 8/27/24 - Form 4
- 8/27/24 - Form 4
- LPLA's page on the SEC website