LPL Financial Welcomes Financial Advisor Lance Pelky
June 10, 2020 09:00 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 10, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisor Lance Pelky has...
LPL Financial and Private Advisor Group Welcome Broadway Graham Wealth Partners
June 08, 2020 08:51 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 08, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that three financial advisors who...
LPL Bank and Credit Union Investment Program Managers Make Up One-Third of Industry Top 30 List
June 04, 2020 16:10 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 04, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that 10 program managers aligned with...
LPL Financial Welcomes Nicklas Financial
June 02, 2020 09:00 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., June 02, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Nicklas Financial has joined LPL...
LPL Financial Welcomes Invex Financial
May 28, 2020 08:45 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., May 28, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Invex Financial, led by Susan...
LPL Financial to Acquire Assets of E.K. Riley Investments
May 27, 2020 16:05 ET
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LPL Financial Holdings, Inc.
E.K. Riley Investments, LLC is a broker-dealer and RIA with approximately 35 financial advisors who serve $2 billion of client assets Estimated transaction multiple of approximately 6x post-synergy...
LPL Financial and Gladstone Financial Resources Group Welcome ArrowPoint Wealth Management
May 26, 2020 08:38 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., May 26, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that father and son advisors Bruce Kelm...
LPL Financial and Simmons Bank Welcome Investment Program of Landmark Bank
May 20, 2020 08:48 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., May 20, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, announced today that LPL and Simmons...
LPL Financial Makes Financial Planning Easier for Advisors with New AdvicePay Partnership
May 19, 2020 09:00 ET
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LPL Financial Holdings, Inc.
CHARLOTTE, N.C., May 19, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, today announced that LPL advisors now...
LPL Financial Reports Monthly Activity for April 2020
May 18, 2020 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, May 18, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:...