LPL Financial Welcomes Summit Planning Group
July 15, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors with Summit Planning Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Welcomes Integrity Financial Group
July 10, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Gore, J.D., and Michael Fusco, CRPC®, have joined LPL Financial’s broker-dealer, RIA and...
LPL Research Releases 2024 Midyear Outlook: Still Waiting for the Turn
July 09, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL released its Midyear Outlook offering fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
Father-daughter advisors join LPL Financial to launch Countiss Wealth Management
July 08, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors Dan Countiss and Olivia Countiss CEPA, AAMS, have joined LPL Financial’s...
LPL Financial Announces Second Quarter 2024 Earnings Release Date and Conference Call
July 03, 2024 13:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter...
Father, Daughter Advisors Join Linsco by LPL Financial
July 01, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, July 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL’s employee advisor...
LPL Financial Welcomes First Summit Capital Management
June 27, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial...
Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
June 25, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial’s broker-dealer, RIA and custodial platforms, teaming...
LPL Financial Reports Monthly Activity for May 2024
June 20, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 20, 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 James River Private Wealth
June 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC™, CRPC, has joined LPL Financial’s broker-dealer, RIA and custodial...