LPL Financial Welcomes Advisor Chris Kitaeff
May 09, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms....
LPL Financial Closes Acquisition of Crown Capital Securities
May 08, 2024 08:55 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P....
Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
May 07, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC,...
Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
May 06, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with...
LPL Financial Welcomes Guardian Partners Wealth Management
May 02, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Welcomes Journey Financial
May 01, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial’s broker-dealer, RIA...
LPL Financial Announces First Quarter 2024 Results
April 30, 2024 16:05 ET
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LPL Financial Holdings, Inc.
Key Financial Results Net Income was $289 million, translating to diluted earnings per share ("EPS") of $3.83, down 10% from a year agoAdjusted EPS* decreased 6% year-over-year to $4.21 Gross...
LPL Financial Welcomes Strategic Wealth Partners
April 29, 2024 09:00 ET
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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
April 25, 2024 09:00 ET
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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
April 23, 2024 09:00 ET
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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...