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LPL Financial Welcomes West End Advisory Group
July 22, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 22, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Joe Roddy CFP®, Steve Mayer CFP®, and Laurie Elfrank of West End Advisory...
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PBC Private Wealth Launches With Support of LPL Strategic Wealth Services
July 20, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 20, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that financial advisors Steven Bailin, CFP®, Jodie Cohen CFP®, CRPS®, and Jeffrey Prince CFP®, have founded a new...
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LPL Financial Launches Solution Protecting Independent Advisors and Business Owners During Short-Term Leave
July 15, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 15, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the launch of its Resilience Plan, a new LPL Business Solution that provides advisors with client service...
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LPL Financial Publishes Midyear Outlook 2021
July 13, 2021 08:30 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 13, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that the firm’s “Midyear Outlook 2021” is now available in an interactive digital version and as a...
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LPL Financial Welcomes Pacstar Financial Group
July 12, 2021 09:02 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 12, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Kodama and the team at Pacstar Financial Group has joined LPL Financial’s...
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LPL Financial and Gladstone Wealth Partners Welcome Veritas Capital Management
July 07, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 07, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Joseph F. Myer CFP®, CPFA has joined LPL Financial’s broker-dealer,...
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LPL Financial Supports Adoption of South Carolina Law Protecting Senior Investors and Vulnerable Adults
July 06, 2021 08:55 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 06, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that South Carolina Governor Henry McMaster has signed into law a bill LPL supported as the primary...
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LPL Financial Announces Second Quarter 2021 Earnings Release Date and Conference Call
July 01, 2021 16:05 ET | LPL Financial Holdings, Inc.
SAN DIEGO, July 01, 2021 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation LPL Financial LLC, announced today it will report second quarter...
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LPL Financial Rolls Out New Advisory Enhancement, Providing More Flexibility and Customization
July 01, 2021 08:55 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., July 01, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced a new feature in the firm’s centrally managed advisory Model Wealth Portfolio (MWP) platform that provides...
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LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase
June 30, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 30, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Brandon Chase CFP®, CDFA®, CEPA has joined LPL Financial’s broker-dealer,...