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Two LPL Financial Advisors Among Nation’s Best Women Advisors
June 29, 2021 16:21 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 29, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that two longtime LPL financial advisors, Susan Kaplan and Laila Pence, were once again named to...
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Arise Private Wealth Launches With Support of LPL Strategic Wealth Services
June 28, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 28, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Steven Carlsen, CSRIC®, and Sathya Chey CFP®, CDFA®, CSRIC®, MBA, have...
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M&T Bank Joins LPL Financial’s Institution Services Platform
June 24, 2021 16:05 ET | LPL Financial Holdings, Inc.
SAN DIEGO, June 24, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that the retail brokerage and advisory business of M&T Bank (NYSE: MTB) has joined LPL’s Institution Services...
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LPL Financial Welcomes 30 Member Team Brian M. Woods Financial Services
June 24, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 24, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Brian M. Woods Financial Services, a large enterprise supervising approximately 30 financial...
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LPL Financial Makes It Easier for Large Firms, Institutions and RIAs to Run Models-Based Practices
June 23, 2021 08:55 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 23, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced that the firm’s proprietary investment management solution, Firm Sleeve, has surpassed $3.4...
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Boggs & Company Wealth Management Launches With Support of LPL Strategic Wealth Services
June 21, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 21, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that financial advisor Larry Boggs has launched a new independent practice, Boggs & Company Wealth...
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LPL Financial Reports Monthly Activity for May 2021
June 17, 2021 16:05 ET | LPL Financial Holdings, Inc.
SAN DIEGO, June 17, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report...
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LPL Financial Welcomes Curtis Barnard Financial Services and Riverfront Financial Group
June 17, 2021 08:50 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 17, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Alicia Curtis and Jyl Barnard of Curtis Barnard Financial Services and...
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LPL Financial and Gladstone Wealth Partners Welcome Puzzle Wealth Solutions
June 15, 2021 09:00 ET | LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 15, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the team at the newly-minted Puzzle Wealth Solutions has joined LPL Financial’s...
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LPL Financial Welcomes CUNA Brokerage Services, Inc. to Its Institution Services Platform
June 14, 2021 09:15 ET | LPL Financial Holdings, Inc.
SAN DIEGO, June 14, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that CUNA Brokerage Services, Inc. (CBSI), the wealth management business of CUNA Mutual Group, has...