Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
LPL Financial Holdings Inc
(NQ:
LPLA
)
361.63
+4.46 (+1.25%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about LPL Financial Holdings Inc
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
Next >
LPL Financial Welcomes Lex Wealth Management
February 11, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Deep Dive Into LPL Finl Hldgs Stock: Analyst Perspectives (15 Ratings)
↗
February 06, 2025
Via
Benzinga
LPL Financial Welcomes Jackson/Roskelley Wealth Advisors
February 06, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to present at the Bank of America Securities Financial Services Conference
February 05, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Finl Hldgs Earnings Review: Q4 Summary
↗
January 30, 2025
Via
Benzinga
Here's How Much $1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth Today
↗
January 29, 2025
Via
Benzinga
LPL Financial Welcomes Charter Oak Wealth Partners
February 03, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Tech Stocks Rally, S&P 500 Flirts With Records, Gold Extends All-Time Highs: What's Driving Markets Friday?
↗
January 31, 2025
Major stock indices have completed their recovery following Monday's sharp drop, buoyed by tech stocks rallying on the back of solid earnings and positive macroeconomic data. The S&P 500 index stands...
Via
Benzinga
Topics
Stocks
LPL Financial Announces Fourth Quarter and Full Year 2024 Results
January 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
$1000 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth This Much Today
↗
January 13, 2025
Via
Benzinga
Peering Into LPL Finl Hldgs's Recent Short Interest
↗
January 07, 2025
Via
Benzinga
Wall Street Remains Flat, Microsoft Eyes Heaviest Drop Since Late 2022, Gold Sets Fresh Records: What's Driving Markets Thursday?
↗
January 30, 2025
Wall Street is struggling to find risk-on momentum, with major indexes stuck near the flatline at midday as investors assess the latest earnings reports from mega-cap tech stocks and...
Via
Benzinga
LPL Financial Welcomes Salient Wealth Planning Group
January 29, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Breaking Down LPL Finl Hldgs: 11 Analysts Share Their Views
↗
January 07, 2025
Via
Benzinga
If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today
↗
January 03, 2025
Via
Benzinga
Here's How Much $100 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth Today
↗
December 23, 2024
Via
Benzinga
Earnings Scheduled For January 30, 2025
↗
January 30, 2025
Via
Benzinga
Wintrust Financial Corporation Completes Integration with LPL Platform
January 28, 2025
The business is made up of approximately 90 advisors serving approximately $16 billion in assets.
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Bruen Wealth Management
January 27, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel
January 23, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Peering Into LPL Finl Hldgs's Recent Short Interest
↗
December 19, 2024
Via
Benzinga
LPL Financial Welcomes Johns Creek Financial
January 22, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Introduces Digital Marketing Platform to Power Advisor Growth
January 21, 2025
Expanded, scalable Marketing Solutions help advisors grow through sophisticated and highly customizable client and prospect engagement
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks
January 15, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel
January 13, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
January 09, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Lewellyn Wealth
January 08, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
2025 Industry Shake-Up: Goldman Highlights KKR, Raymond James, Hamilton Lane
↗
January 06, 2025
Goldman Sachs predicts winners and losers among alternative asset managers, brokers, and traditional managers in 2025, with bold rating adjustments.
Via
Benzinga
LPL Financial Welcomes Advisor John Somerville to Linsco Channel
January 06, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology
December 19, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
< Previous
1
2
3
4
5
6
7
8
9
...
22
23
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.