MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
04 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new...
LPL Financial Welcomes Advisor Matthew Edwards
02 avr. 2024 08h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Edwards has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Windward Wealth Advisors
28 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Erick Simonds, CRC®, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s...
Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
25 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have...
LPL Financial Reports Monthly Activity for February 2024
21 mars 2024 16h05 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 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 Advisor Nolan Venable
21 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nolan Venable, Enrolled Agent has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes McAnally Investment Group
20 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s...
Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer
18 mars 2024 16h05 HE
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LPL Financial Holdings, Inc.
LPL Financial announced Christa Carone has joined the firm as Executive Vice President and Chief Marketing and Communication Officer.
LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
14 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Welcomes Advisor Brian Pflaum
12 mars 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, March 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian M. Pflaum, MBA has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...