LPL Financial Reports Monthly Activity for April 2024
23 mai 2024 16h05 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 23, 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 Welcomes Pilot Financial
22 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced today that Pilot Financial, a large network of 105 advisors nationwide, has joined LPL Financial’s...
LPL Financial Welcomes Auctus Legacy Private Wealth Management
21 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s...
LPL Financial Welcomes Cornerstone Financial Advisers
20 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Welcomes Financial Advisor Tara Blair
15 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tara Blair, CFP®, CPA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. She...
LPL Financial Welcomes Noble Traditions Wealth
13 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Advisor Chris Kitaeff
09 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms....
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...