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...
LPL Financial Welcomes Maier & Associates Financial Group, Inc.
January 22, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne Maier and the team at Maier & Associates Financial Group has joined LPL Financial’s...
LPL Financial Launches a Financial Literacy Program Based on the Lessons of Warren Buffett
January 16, 2024 09:00 ET
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LPL Financial Holdings, Inc.
LPL will offer financial advisors access to a free financial literacy program inspired by the writings and speeches of Warren Buffett.
LPL Financial Announces Fourth Quarter 2023 Earnings Release Date and Conference Call
January 11, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter...
LPL Financial Welcomes Goldman Group, Inc.
January 11, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marvin Goldman has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He...
LPL Financial Welcomes Helmsman Financial Strategies
January 09, 2024 08:59 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies has joined LPL Financials’...
LPL Financial Welcomes Financial Advisor Zachary Fiandt
January 03, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, Jan. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Zachary Fiandt CFP®, CIMA® has joined LPL Financial’s broker-dealer, RIA and custodial...