LPL Financial Welcomes Frontline Investment Advisors
04 déc. 2024 08h55 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have...
LPL Financial to present at the Goldman Sachs Financial Services Conference
03 déc. 2024 16h05 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at...
LPL Financial Welcomes Argosy Financial
03 déc. 2024 08h55 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial’s broker-dealer, RIA...
LPL Financial Welcomes Renana Friedlich as Chief Information Security Officer
02 déc. 2024 09h00 HE
|
LPL Financial Holdings, Inc.
LPL Financial announced the strategic hire of Renana Friedlich as executive vice president and chief information security officer (CISO).
LPL Financial Welcomes Happier Wealth
25 nov. 2024 08h55 HE
|
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
21 nov. 2024 16h05 HE
|
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
20 nov. 2024 08h55 HE
|
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
18 nov. 2024 09h00 HE
|
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
14 nov. 2024 08h55 HE
|
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
13 nov. 2024 16h05 HE
|
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...