LPL Financial Welcomes FSI Wealth Management
29 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Frank Financial Concepts
28 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP®, of Frank Financial Concepts have joined LPL Financial’s...
LPL Financial Reports Monthly Activity for April 2024
23 mai 2024 16h05 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 23, 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 Welcomes Pilot Financial
22 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced today that Pilot Financial, a large network of 105 advisors nationwide, has joined LPL Financial’s...
LPL Financial Welcomes Auctus Legacy Private Wealth Management
21 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s...
LPL Financial Welcomes Cornerstone Financial Advisers
20 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Welcomes Financial Advisor Tara Blair
15 mai 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tara Blair, CFP®, CPA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. She...
LPL Financial Welcomes Noble Traditions Wealth
13 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Advisor Chris Kitaeff
09 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Closes Acquisition of Crown Capital Securities
08 mai 2024 08h55 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P....