Wealth Innovations Team Joins LPL Financial, Managing Approximately $200M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy LPLA?
LPL Financial announced that the financial advisors of Wealth Innovations have joined LPL Financial's broker-dealer and Registered Investment Advisor platform. They reported serving approximately $200M in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily along the Eastern Seaboard, focusing on individuals at or near retirement.
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Analyst Views on LPLA
Wall Street analysts forecast LPLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LPLA is 430.92 USD with a low forecast of 380.00 USD and a high forecast of 486.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 372.340
Low
380.00
Averages
430.92
High
486.00
Current: 372.340
Low
380.00
Averages
430.92
High
486.00
About LPLA
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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