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CHARLOTTE, N.C., Sept. 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC today announces key updates on its Liquidity & Succession offering which is aimed at advisors who are seeking to monetize...
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CHARLOTTE, N.C., Sept. 19, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Aaron Cizon has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch...
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CHARLOTTE, N.C., Sept. 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Burke Francis and Christopher Francis, who have more than 80 years of combined experience, have joined LPL...
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CHARLOTTE, N.C., Sept. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Michael Climer and South Carolina State Sen. Wes Climer have joined LPL’s...
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CHARLOTTE, N.C., Sept. 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Validus Financial Associates has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The...
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CHARLOTTE, N.C., Sept. 05, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ed Winegar and Gregory Berg, CPWA®, CPFA®, CRPC™, CKA, have joined LPL’s employee...
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CHARLOTTE, N.C., Aug. 31, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Legacy Wealth Advisors, Inc., has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The...
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CHARLOTTE, N.C., Aug. 30, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Steve Boeckmann, CFP®, ChFC® , CRPC® and David Wyzgowski have joined LPL Financial’s...
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CHARLOTTE, N.C., Aug. 29, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced that Greg Gates, managing director and chief technology & information officer, was named CharlotteCIO CIO of the...
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CHARLOTTE, N.C., Aug. 28, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Megan M. Stirrat, CFP®, CDFA®, SE-AWMA® and Tenley Y. Hardt have joined LPL Financial to...