Air Capital Wealth Management Launches with LPL Financial
October 09, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Oct. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Michael Caffrey, CRPC®, Derek Keller, CFP®, CPFA®, CRPC®, MBA, and Gabriel Parham...
LPL Financial welcomes Morristown Wealth Management
October 07, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Oct. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Don Giovanello, Jr., and Gian Paolella, CFP®, with Morristown Wealth Management...
LPL Financial Welcomes The Noble Group
October 03, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors at The Noble Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They...
LPL Financial Closes Its Acquisition of Atria Wealth Solutions
October 01, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) announced the close of...
Cheri Belski Joins LPL Financial as Head of Investment Management Solutions
September 30, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Financial services industry veteran Cheri Belski has joined LPL Financial as executive vice president and head of investment management solutions.
LPL Financial Welcomes GreenPoint Wealth Management
September 26, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Sept. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Jeff Minucci, CFP®, and David Ryzman, CFP®, have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel
September 24, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ken Hutkin and Ron Winkler have joined LPL’s employee advisor channel, Linsco by LPL...
LPL Financial Reports Monthly Activity for August 2024
September 19, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Sept. 19, 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 Bury Financial Group
September 19, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors with Bury Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Expands to Tempe
September 17, 2024 09:00 ET
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LPL Financial Holdings, Inc.
Wealth management leader LPL Financial opens new home office in Tempe, Arizona, to expand its talent base in the Southwest's financial industry corridor.