LPL Financial Welcomes Financial Advisor Zachary Fiandt
January 03, 2024 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Zachary Fiandt CFP®, CIMA® has joined LPL Financial’s broker-dealer, RIA and custodial...
Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform
December 20, 2023 08:55 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and...
LPL Financial Welcomes Upstate Financial Network
December 19, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark Hills and Uri “Chip” Doolittle V, CFP®, AIF® of Upstate Financial Network have joined LPL...
LPL Financial Welcomes Best Wealth Management
December 18, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Best and Michael Moore of Best Wealth Management have joined LPL Financial’s...
LPL Financial Reports Monthly Activity for November 2023
December 18, 2023 08:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 18, 2023 (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 Earns WELL Health-Safety Rating for Three Home Office Locations
December 14, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 14, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today it has earned the WELL Health-Safety Rating for its San Diego; Fort Mill, S.C.; and Austin, Texas home office locations...
Industry Veteran Amy Philbrook Joins LPL as New Head of Service
December 13, 2023 16:15 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook brings more...
LPL Research Team Releases Annual Outlook for 2024
December 12, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC today released Outlook 2024, a report detailing LPL Research’s expectations that the markets will regain balance in the first half of...
LPL Financial Welcomes Oak Tree Financial Group
December 11, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Gandet, Jr., BFA™, Mark Choinski, BFA™ and Arthur Sisco, CPA, PC of Oak Tree Financial...
LPL Financial, Gladstone Wealth Partners Welcome Cangelosi Wealth Management
December 07, 2023 09:00 ET
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 07, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Frank Cangelosi has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned...