LPL Financial Welcomes Aero Capital
06 mars 2024 09h00 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, March 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brice Lowe CFP®, CPWA and Bradley Moser CFP®, have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Welcomes RFS Financial Services
04 mars 2024 09h00 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, March 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that RFS Financial Securities has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported...
LPL Financial Welcomes Endeavor Wealth Strategies
29 févr. 2024 09h00 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Seth Marshall and the team at Endeavor Wealth Strategies have joined LPL Financial’s...
Continuity Private Wealth launches with support from LPL Strategic Wealth Services
27 févr. 2024 09h00 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched...
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
23 févr. 2024 08h30 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO and CHICAGO, Feb. 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (“LPL”) and Wintrust Financial Corporation (Nasdaq: WTFC) today announced an agreement to...
LPL Financial Reports Monthly Activity for January 2024
22 févr. 2024 16h05 HE
|
LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 22, 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 Bice Wealth Management
21 févr. 2024 09h00 HE
|
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
|
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
|
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
|
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...