LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL Financial launches High-Net-Worth Services to help financial advisors deliver an elevated experience & personalized guidance to high-net-worth clients.
LPL Financial Welcomes CoastPoint Financial, LLC
February 15, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie...
LPL Financial to Acquire Atria Wealth Solutions
February 13, 2024 08:30 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that...
LPL Financial Welcomes Financial Advisor Blair Waller
February 07, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Blair Waller, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Equity Design Group
February 06, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Feb. 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Hohenstein, AIF®, Kevin Snow, CFP®, and William Zoromski of Equity Design Group have...
LPL Financial Announces Fourth Quarter and Full Year 2023 Results
February 01, 2024 16:05 ET
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LPL Financial Holdings, Inc.
Fourth Quarter 2023 Key Financial Results Net Income was $218 million, translating to diluted earnings per share ("EPS") of $2.85, down 28% from a year agoAdjusted...
Financial Advisors Jonathan Maloney and Niki Davis Join LPL
January 31, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jonathan Maloney and Niki Davis have joined LPL’s employee advisor channel, Linsco by LPL...
Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
January 30, 2024 08:55 ET
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LPL Financial Holdings, Inc.
MADISON, Wis., Jan. 30, 2024 (GLOBE NEWSWIRE) -- TruStage, formerly CUNA Mutual Group, today announced an agreement to provide Community Resource Credit Union (“CRCU”), one of the greater Houston...
LPL Financial Welcomes Latus Group, Ltd.
January 29, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors David Segarra, AIF®, CPFA®, and Sean Sullivan of Latus Group, Ltd. have joined LPL Financial’s...
LPL Financial Welcomes Advisor Andrew Kutanovski
January 25, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Andrew Kutanovski, CFP®, has joined LPL Financial’s broker-dealer, RIA and...