LPL Financial Welcomes Happier Wealth
November 25, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Will Beck, CFP®, Mike Macfarlane, CASL®, CLU®, ChFC®, Tyler Vongsawad, CLU®, ChFC®, CASL®,...
LPL Financial Reports Monthly Activity for October 2024
November 21, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 21, 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 Strata Financial Group
November 20, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle...
Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors
November 18, 2024 09:00 ET
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LPL Financial Holdings, Inc.
NEWARK, N.J. and SAN DIEGO, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU) and LPL Financial Holdings Inc. (Nasdaq: LPLA) finalized...
LPL Financial Welcomes Prosperity Investment Management
November 14, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives
November 13, 2024 16:05 ET
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LPL Financial Holdings, Inc.
NEW ORLEANS, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC hosted its annual conference for bank and credit union program managers who run their financial institutions’ wealth management...
LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez
November 13, 2024 08:56 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Launches Curated AI Solutions for Advisors
November 12, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated...
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
November 11, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 11, 2024 (GLOBE NEWSWIRE) -- The LPL Financial Charitable Foundation, (the “LPL Financial Foundation” or “Foundation”), LPL Financial’s philanthropic arm, today announced its...
LPL Financial Welcomes Nexus Wealth Partners
November 11, 2024 08:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Nov. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Nexus Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial...