LPL Financial Closes Acquisition of Crown Capital Securities
08 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P....
Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
07 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC,...
Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
06 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with...
LPL Financial Welcomes Guardian Partners Wealth Management
02 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Welcomes Journey Financial
01 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Announces First Quarter 2024 Results
30 avr. 2024 16h05 HE
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LPL Financial Holdings, Inc.
Key Financial Results Net Income was $289 million, translating to diluted earnings per share ("EPS") of $3.83, down 10% from a year agoAdjusted EPS* decreased 6% year-over-year to $4.21 Gross...
LPL Financial Welcomes Strategic Wealth Partners
29 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Welcomes Hickory Ridge Wealth Partners
25 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial...
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
23 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s...
Heritage Private Wealth launches with support from LPL Strategic Wealth Services
22 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through...