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...
Heritage Private Wealth launches with support from LPL Strategic Wealth Services
April 22, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through...
LPL Financial Welcomes Spotlight Financial
April 18, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer,...
LPL Financial Welcomes Legacy Retirement Planning
April 17, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and...
LPL Financial Welcomes Advisor Philip Nation
April 15, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Strategic Insights Financial Planning Group
April 11, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial...
LPL Financial Welcomes Somnio Wealth
April 10, 2024 09:00 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s...
LPL Financial Releases 2024 Sustainability Report
April 09, 2024 16:18 ET
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LPL Financial Holdings, Inc.
LPL Financial Holdings Inc., the parent corporation of LPL Financial LLC, today announced the release of its 2024 Sustainability Report.
LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call
April 09, 2024 16:05 ET
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LPL Financial Holdings, Inc.
SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter...