LPL Financial Welcomes First Summit Capital Management
June 27, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial...
Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
June 25, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial’s broker-dealer, RIA and custodial platforms, teaming...
LPL Financial Reports Monthly Activity for May 2024
June 20, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly...
LPL Financial Welcomes James River Private Wealth
June 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC™, CRPC, has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Russell Wealth Partners
June 17, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Tom Russell, CFP®, and his sons Brian Russell and Charles Russell have joined...
Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management
June 13, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and...
Highway One Capital Launches With Support From LPL Strategic Wealth Services
June 11, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through...
LPL Financial Welcomes Lifetime Legacy Wealth Solutions
June 10, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor David Hilbig, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Cousino Wealth Advisors
June 05, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Todd Cousino, Nicholas Hawk and Charles Moyer have joined LPL’s employee advisor...
LPL Financial Welcomes Generational Asset Planning
June 04, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tre Panagos has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported...