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CHARLOTTE, N.C., Aug. 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team...
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SAN DIEGO, Aug. 17, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly...
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CHARLOTTE, N.C., Aug. 17, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the release of a study conducted by LPL Business Solutions that examines the common strategies top-performing...
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CHARLOTTE, N.C., Aug. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Andrew Hayek CFP® has joined LPL Financial’s broker-dealer, RIA and custodial platforms,...
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CHARLOTTE, N.C., Aug. 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Relucio CFP®, CRPC®, Pasqualino “Pat” Ruffa, CFP®, CRPC®, and David Kraus, CRPC®,...
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CHARLOTTE, N.C., Aug. 14, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Colleen Schuler, MBA, CFP® and John Gibson, CFP® have joined LPL Financial’s...
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CHARLOTTE, N.C., Aug. 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brendan Wood, CIMA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial,...
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CHARLOTTE, N.C., Aug. 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor John Klein CFP®, ChFC® has joined LPL Financial to launch a new independent practice,...
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CHARLOTTE, N.C., Aug. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the availability of direct indexing within the firm’s Model Wealth Portfolios (MWP) unified managed account program....
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SAN DIEGO, Aug. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC’s Focus 2023 conference kicked off at the San Diego Convention Center, providing three days of insights and inspiration centered on...