LPL Financial Welcomes Bice Wealth Management
21 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
20 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
LPL Financial Welcomes CoastPoint Financial, LLC
15 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie...
LPL Financial to Acquire Atria Wealth Solutions
13 févr. 2024 08h30 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that...
LPL Financial Welcomes Financial Advisor Blair Waller
07 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Blair Waller, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Equity Design Group
06 févr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Hohenstein, AIF®, Kevin Snow, CFP®, and William Zoromski of Equity Design Group have...
LPL Financial Announces Fourth Quarter and Full Year 2023 Results
01 févr. 2024 16h05 HE
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LPL Financial Holdings, Inc.
Fourth Quarter 2023 Key Financial Results Net Income was $218 million, translating to diluted earnings per share ("EPS") of $2.85, down 28% from a year agoAdjusted...
Financial Advisors Jonathan Maloney and Niki Davis Join LPL
31 janv. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jonathan Maloney and Niki Davis have joined LPL’s employee advisor channel, Linsco by LPL...
Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
30 janv. 2024 08h55 HE
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LPL Financial Holdings, Inc.
MADISON, Wis., Jan. 30, 2024 (GLOBE NEWSWIRE) -- TruStage, formerly CUNA Mutual Group, today announced an agreement to provide Community Resource Credit Union (“CRCU”), one of the greater Houston...
LPL Financial Welcomes Latus Group, Ltd.
29 janv. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors David Segarra, AIF®, CPFA®, and Sean Sullivan of Latus Group, Ltd. have joined LPL Financial’s...