MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
April 04, 2024 09:00 ET
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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
April 02, 2024 08:00 ET
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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
March 28, 2024 09:00 ET
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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
March 25, 2024 09:00 ET
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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
March 21, 2024 16:05 ET
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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
March 21, 2024 09:00 ET
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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
March 20, 2024 09:00 ET
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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
March 18, 2024 16:05 ET
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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
March 14, 2024 09:00 ET
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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
March 12, 2024 09:00 ET
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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...