LPL Financial Welcomes Strategic Wealth Partners
29 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Welcomes Hickory Ridge Wealth Partners
25 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial...
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
23 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s...
Heritage Private Wealth launches with support from LPL Strategic Wealth Services
22 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through...
LPL Financial Welcomes Spotlight Financial
18 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer,...
LPL Financial Welcomes Legacy Retirement Planning
17 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Welcomes Advisor Philip Nation
15 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Strategic Insights Financial Planning Group
11 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Somnio Wealth
10 avr. 2024 09h00 HE
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LPL Financial Holdings, Inc.
SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s...
LPL Financial Releases 2024 Sustainability Report
09 avr. 2024 16h18 HE
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LPL Financial Holdings, Inc.
LPL Financial Holdings Inc., the parent corporation of LPL Financial LLC, today announced the release of its 2024 Sustainability Report.